Ceritypartners

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.

This listing is sourced directly from Ceritypartners's careers page and normalized into a canonical job model.