- 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
Company Overview:
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
- You understand the need to provide a world-class client experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
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