Tax Family Office- Senior Associate

Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.

Primary Responsibilities

As a Senior Associate in our New York office, your responsibilities would include the following activities:

• Preparation and review of personal, business and fiduciary income tax returns including multi-state filings

• Preparation and review of tax projections for planning and estimated taxes and other tax planning

• Respond to tax notices and assist with tax audits

• Tax research and special projects

• Review of payroll tax returns and other information tax return filings

• Forensic accounting and other financial work for matrimonial actions

• Provide business management/financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements)

• Review client specific reports including financial statements, budgets, cash flow and spending reports, as well as financial plans

• Responsible for developing and maintaining superior client relationships

• Interaction with other members of a client’s wealth management team

• Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability

Required Qualifications: 

• Extensive knowledge of income tax planning, financial planning and financial administration

• Bachelor’s degree in Accounting, Masters in Tax a plus

• CPA license preferred, CFP desirable

• 5 – 7 years of High Net Worth tax experience with CPA firm or wealth management firm

• Extensive experience with preparation and review of individual income tax returns with an emphasis on the taxation of high net worth individuals

• Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online versions)

• Ability to manage professionals, workflow, to multitask and meet deadlines

• Excellent oral and written communication skills, strong organizational skills and attention to detail

• Professionalism, dependability, integrity and trustworthiness combined with a team mentality

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Why work here?

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

About Us

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight.

At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth.

We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more.

The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.