Cerity Partners · 5 days ago
Tax Family Office- Senior Associate
New York, NY
Full-time
Onsite
Mid, Senior Level
$120K/yr - $140K/yr
5+ years expCerity Partners is a wealth management firm seeking a Senior Associate for their New York office. The role involves preparing and reviewing tax returns, managing client relationships, and providing financial concierge services.
BankingFinanceFinancial Services
No H1B
Responsibilities
Preparation and review of personal, business and fiduciary income tax returns including multi-state filings
Preparation and review of tax projections for planning and estimated taxes and other tax planning
Respond to tax notices and assist with tax audits
Tax research and special projects
Review of payroll tax returns and other information tax return filings
Forensic accounting and other financial work for matrimonial actions
Provide business management/financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements)
Review client specific reports including financial statements, budgets, cash flow and spending reports, as well as financial plans
Responsible for developing and maintaining superior client relationships
Interaction with other members of a client’s wealth management team
Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability
Qualification
Required
Extensive knowledge of income tax planning, financial planning and financial administration
Bachelor's degree in Accounting
5 – 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)
Ability to manage professionals, workflow, to multitask and meet deadlines
Excellent oral and written communication skills, strong organizational skills and attention to detail
Professionalism, dependability, integrity and trustworthiness combined with a team mentality
Preferred
CPA license preferred
CFP desirable
Masters in Tax a plus
Benefits
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2026-01-22
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase