• Tax Preparer

    Job ID
    US-CA-Costa Mesa
  • Job Description

    Cerity Partners Logo

    Job Title: Tax Preparer

    Client: Cerity Partners

    Location: Costa Mesa, CA


    Are you a tax professional that enjoys the challenge of sophisticated tax returns, the pressure of tax season, and the joy when it is all completed?  Do you appreciate that great tax advice and service is incredibly value to many high net worth clients?  If yes, you would be a great fit as an Associate on our tax team in Costa Mesa, California. 


    Your responsibilities would include: 

    • Income tax preparation
    • Bookkeeping
    • Scanning, organizing, mailing of tax documents and other related


    This opportunity could have flexible work ours depending on the season.  All candidates should realize that during tax season the role is full-time.


    Ideal Candidate Profile – “Our Casting Call!”

    • CPA designation or Enrolled Agent, preferred
    • Ideal experience would include tax preparation in a professional office environment and use of Quickbooks and CCH ProFX Software
    • Desire to help the team, providing superior service for all that we do, taking complete ownership of even the smallest task
    • Be proactive, identifying and preventing potential problems
    • Clearly communicate with internal team at all levels
    • Must accept and thrive in a fast-paced, changing environment


    Company Overview:

    Cerity Partners is a leading, national registered investment advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. With no financial products to sell, 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 customer 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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