Seasonal Tax Associate
$45,760–$45,760 year
On-siteLouisville, Kentucky, United States
Job Summary
Retrieve, scan, and organize tax documents into our system, then confirm and review scanned items using the SurePrep 1040Scan application. Assist in preparing federal, state, and local individual and business income tax returns while creating workpapers that document project preparation. Research and analyze tax issues, shadow client presentations, and support Financial Advisors with financial document and performance report preparation. Collaborate virtually on financial planning projects and other assigned tasks. Work virtually as a seasonal part-time role at a nationally recognized registered investment advisory firm.
Required Qualifications
- Be proficient in Microsoft Office and Adobe Applications
- Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
- Identify with Cerity Partner's mission and demonstrate our core values
- Strong collaboration, interpersonal and communication skills
- Keen, consistent attention to detail
- Ability to maintain confidentiality
- Applicants must be authorized to work for any employer in the U.S.
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