Cerity Partners · 1 month ago
Tax Administrative Assistant
Encino, CA
Full-time
Hybrid
Mid Level
$40/hr - $40/hr
3+ years expCerity Partners is a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises. The Tax Administrative Assistant provides essential clerical and administrative support to the Tax Administrator, managing client documents, assembling tax returns, and ensuring smooth office operations during busy tax filing seasons.
BankingFinanceFinancial Services
No H1B
Responsibilities
Assemble and process completed tax returns (federal, state, and local), including printing, binding, ensuring all signature pages and e-file authorizations are included
Coordinate the mailing and delivery of final tax packages to clients via mail, courier, or secure electronic portals
Monitoring various portals for signed consent forms i.e. Lacerte E-Signature Dashboard, Docusign, SafeSend, etc
Prepare and update client engagement letters and administrative correspondence
Support the Tax Department's daily functions by performing essential administrative duties
Responsibilities will include managing documentation, assisting with scheduling, organizing electronic and physical files, and executing time-sensitive ad hoc tasks as directed by the tax administrators
Organize, scan, and electronically file client source documents (e.g., W-2s, 1099s, bank statements) into the document management system
Maintain and archive both physical and electronic client files, ensuring quick retrieval and adherence to retention policies
Qualification
Required
Bachelor's degree preferred, Associate's degree with at least 5 years of working experience is acceptable
3-5 years of experience in an office, clerical, or administrative support role, preferably in tax/accounting or a professional service setting
Solid command of Microsoft Office Suite (Word, Excel, Outlook) and experience with electronic file management
Excellent verbal and written communication skills for professional interaction with clients and staff
Demonstrated ability to be highly organized, detail-oriented, and capable of handling confidential information with integrity
Preferred
Familiarity with tax-specific software (e.g., Lacerte, SafeSend, CCH software) is a plus
Ability to work extended hours during peak tax season deadlines
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
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase