Cerity Partners

Senior Tax Associate – Business Owners Taxation

Cerity Partners

full-time

Posted on:

Location Type: Office

Location: Louisville • Kentucky • 🇺🇸 United States

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Job Level

Senior

About the role

  • Prepare and Review complex Individual and Business tax returns and projections for local and nationwide business owners and high net worth clients.
  • Collaborate with tax, business advisory team, and financial advisors to create integrated planning opportunities for small to medium size business owners and high net worth clients.
  • Research, analyze, and resolve a wide range of tax issues.
  • Communicate with clients to request data, respond to questions, and participate in client meetings as a support role for the lead advisor.
  • Assisting with the creation of presentations discussing tax planning opportunities for clients.
  • Analyzing various business structures and their tax implications to help provide comprehensive tax services.

Requirements

  • Bachelor’s Degree with concentration in accounting or related field - required
  • 3+ tax seasons in public accounting - required
  • Experience using Thomson Reuters CS Professional Suite (UltraTax) - preferred
  • Master at Microsoft Excel, providing clear outputs for analysis and comprehension - preferred
  • Be a strong team player, providing superior service for all that we do, taking complete ownership of even the smallest task
  • Keen, consistent attention to detail
  • Proven ability to independently analytically solve issues both proactively and reactively
  • Effective at managing various projects and taking them to completion by firm deadlines
  • Adaptable to evolving processes
  • Client-centric mindset
  • Familiarity with basic accounting principles, financial statements, and bookkeeping methods
  • The ability to clearly explain complex tax concepts to clients and communicate effectively with tax authorities
  • The capacity to analyze financial situations, identify potential issues, and develop solutions.
Benefits
  • We do not track billable hours, allowing you to focus on providing the best possible service to your clients, without worrying about how long it takes.
  • Enjoy competitive wages, updated facilities, and excellent benefits, including flexible paid time off (PTO), group and individual volunteer opportunities, and flexible work environments to encourage work-life balance.
  • We provide organized and pre-paid continuing education, and advancement opportunities.
  • Your career journey matters! You have the power to pursue a new internal career path as your interests and passions evolve.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
tax returnstax projectionstax planningbusiness structures analysisaccounting principlesfinancial statementsbookkeeping methodsanalytical problem solvingMicrosoft ExcelThomson Reuters CS Professional Suite
Soft skills
team playerattention to detailclient-centric mindseteffective communicationproject managementadaptabilityownershipanalytical thinkingproblem-solvingcollaboration
Certifications
Bachelor’s Degree in Accounting