Extensive knowledge of income tax planning and financial administration
Bachelor's degree in Accounting; Master's in Tax is a plus
CPA license preferred; CFP designation desirable
5-7 years of High Net Worth tax experience in CPA or wealth management firms
Proficiency with CCH Axcess Tax and QuickBooks (both Desktop and Online)
Strong organizational skills with the ability to manage workflow and meet deadlines
Excellent communication skills and attention to detail
Responsibilities
Prepare and review personal, business, and fiduciary income tax returns, including multi-state filings
Conduct tax projections for planning and estimated taxes
Respond to tax notices and assist with tax audits
Perform tax research and manage special projects
Review payroll tax returns and other tax filings
Engage in forensic accounting for matrimonial actions
Provide business management and financial concierge services to multiple clients
Review client-specific financial reports and maintain superior client relationships
Interact with other members of clients' wealth management teams
Oversee all business aspects of client relationships, including billing and profitability
Benefits
Health, dental, and vision insurance effective from day one
401(k) plan with a 4% match
Flexible PTO policy
Parental leave
Financial assistance for advanced education and professional designations
Opportunities for community involvement
Commuter benefits
Full Job Description
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
Compensation Range:
$120,000-$140,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance - day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
