Ceritypartners
Tax Administrative Associate
Cincinnati, OH
No sponsorshipDetected 28 days ago
Project ManagementCRMTaxLeadershipCommunicationCollaborationOrganizational SkillsMicrosoft Office
About the role
- Are you a tax professional who enjoys the challenge of sophisticated tax returns, 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 Cincinnati Tax team.
Responsibilities
- Assist with building, organizing, scanning, and preparing client source file for use in tax preparation process
- Utilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client data
- Our people drive our success by working together to deliver exceptional service to our clients.
- 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
- Must be able to lift up to 15 pounds at times.
- Applicants must be authorized to work for any employer in the U.S.
Benefits
- Health, dental, and vision insurance - day 1!
- Financial assistance for advanced education and professional designations
- Paid parental leave
Company info
- 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.
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This listing is sourced directly from Ceritypartners's careers page and normalized into a canonical job model.