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Cerity Partners · 2 weeks ago

Senior Tax Associate- Wealth Management

New York, NY

Full-time

Onsite

Mid, Senior Level

$85K/yr - $125K/yr

4+ years exp

Cerity Partners is a company that focuses on delivering exceptional service to clients in the financial sector. As a Senior Tax Associate, you will prepare and review complex individual tax returns for high-net-worth clients while ensuring clear communication and collaboration with team members to meet tax obligations and deadlines.

BankingFinanceFinancial Services

No H1B

Responsibilities

Prepare and e-file federal and state tax returns including:

Form 1040 with Schedule C and Schedule E

Form 8938, FBAR (Form 114)

Form 1041, 990-PF, 990-T, 709

NYC-202 (UBT)

Analyze and interpret business ledgers and financial reports to create accurate P&L statements for tax reporting

Interpret executive pay stubs to report income and withholding from equity compensation related to RSUs, performance shares, imputed income, and incorporate details into accurate tax projections

Prepare multi-state part-year and non-resident tax filings including but not limited to the following:

New York nonresident returns using days in/out analysis and Forms IT-203B and IT-203F

Multi-state nonresident return reporting for alternative investments

Part-Year residency tax returns with nonresident reporting across multiple jurisdictions

Accurately input and reconcile K-1, K-3, and other pass-through entity forms, with a focus on complex alternative investment K-1’s

Handle complex tax components including:

Form 1116 (Foreign Tax Credit)

Section 1061 (Carried Interest Rules for taxpayers with Applicable Partnership Interests)

Form 8621 (PFIC Reporting)

Conduct thorough research on complex tax matters and present findings in a clear and actionable format

Develop customized Excel-based analyses and tax projections, including estimated tax payment schedules

Maintain high standards of communication with clients and internal teams, both written and verbal

Follow through on all tasks to completion, ensuring deadlines are consistently met

Collaborate effectively with the team using tools like ProSeries, CCH Axcess, Bloomberg Tax Planner, DocuSign, and Box secure document sharing

Draft, edit, and format documents in Microsoft Word, Excel, and Adobe Editor

Qualification

CPAEnrolled AgentTax preparation experienceProSeries proficiencyCCH Axcess proficiencyBloomberg Tax PlannerExcel financial modelingExecutive compensation knowledgeMicrosoft Office SuiteAdobe Acrobat EditorDocuSignOrganizational skillsCommunication skills