Ceritypartners
Tax Family Office- Senior Associate
New York City, NY · Senior
No sponsorship$120k-$140kDetected 30 days ago
AccountingQuickBooksTaxResearchCommunicationOrganizational Skills
About the role
- 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.
Responsibilities
- Responsible for developing and maintaining superior client relationships
- Our people drive our success by working together to deliver exceptional service to our clients.
- Why Cerity Partners:
- Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
- Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.
Requirements
- Extensive knowledge of income tax planning, financial planning and financial administration
- 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)
- Applicants must be authorized to work for any employer in the U.S.
Nice to have
- Bachelor's degree in Accounting, Masters in Tax a plus
- CPA license preferred, CFP desirable
Compensation
- $120,000-$140,000
Benefits
- Health, dental, and vision insurance - day 1!
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Commuter benefits
- Below is a glimpse of the key elements of our total rewards package:
Equal opportunity
- We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.
Visa & Work Authorization
- Applicants must be authorized to work for any employer in the U.S.
Apply directly at Ceritypartners →Create a free account for alerts like thisView Ceritypartners immigration profile
This listing is sourced directly from Ceritypartners's careers page and normalized into a canonical job model.