About the role
Are you a tax professional who enjoys the challenge of sophisticated, the pace of tax season, and the satisfaction that comes when it all comes together? Do you appreciate that great tax advice and service are incredibly valuable to high-net-worth clients? If so, you may be a great fit for our Raleigh Tax team.
We are seeking a detail-oriented, highly organized professional who enjoys administrative and data-focused work, takes pride in accuracy, and thrives in a collaborative team environment. The ideal candidate brings a positive attitude, strong interpersonal skills, and the ability to build strong working relationships with both peers and internal stakeholders.
Primary Responsibilities:
Support tax team on client matters, including:
Perform detailed data entry and maintain accurate client and tax return information across internal systems.
Process completed tax returns and prepare final deliverables for distribution to clients in a timely and accurate manner.
Answer client questions and respond to client inquiries, providing superior service and ensuring successful resolution of client needs.
Assist in identifying and implementing process improvements to enhance operational efficiency, accuracy, and overall team effectiveness.
Collaborate with team members to support workflow management and ensure deadlines are met during peak tax season.
Other tasks and special projects as needed.
Required Qualifications:
Associate or Bachelor’s Degree preferred. (Finance or Accounting majors preferred)
Proficiency in UltraTax tax preparation software strongly preferred,
0-3 years of work experience in financial industry, tax and/or related field
Strong attention to detail, exceptional problem-solving skills and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required
Strong verbal and written communication skills, professional presentation, and organizational skills.
Evidence of excellent interpersonal skills in dealing with staff and clients
Preferred Qualifications:
SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus
Skills & Competencies:
Demonstrate strong and effective communication, organizational and time management skills.
Ability to work in a team based/collaborative environment.
Must accept and thrive in a fast-paced, changing environment.
Adherence to all compliance policies & procedures.
Demonstrate the Cerity Partners culture.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
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
Unlimited PTO
Paid parental leave
Financial assistance for advanced education and professional designations
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.
Aplyr's read
Cerity Partners is a wealth management firm focusing on personalized financial services for individuals and institutions, employing a diverse range of financial professionals.
What's promising
- •Cerity Partners offers a collaborative work environment with opportunities for career growth in wealth management.
- •The firm provides comprehensive financial services, appealing to clients seeking personalized investment strategies.
- •Recent expansion in roles indicates a growing company with diverse opportunities for financial professionals.
What to watch
- •The highly competitive financial services industry may pressure Cerity Partners' market share.
- •Economic downturns could impact client investments and firm revenue, affecting job stability.
- •Limited public information about employee satisfaction and company culture may concern potential applicants.
Why Cerity Partners
- •Cerity Partners emphasizes personalized financial planning, setting it apart from more standardized competitors.
- •The firm integrates wealth management with tax and compliance services, offering a holistic approach.
- •Cerity Partners' focus on training and development is evident in roles like Director of Wealth Management Training & Development.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Cerity Partners
Cerity Partners is a wealth management firm that provides financial planning and investment management services to individuals, families, and institutions.
