Do you like organizing? Maintaining an accurate database? Do you crave creating processes, so things go more smoothly? Are you efficient and always looking for ways to get things done faster and better? Are you a problem solver with an eye for detail? Do you love people and talking on the phone? Thrive in a busy office atmosphere? This role is the first point of contact for clients and visitors, and the backbone of day-to-day tax administrative support — keeping documents, filings, and client records moving accurately and on time so the tax team can focus on the work itself. Primary Responsibilities Front Desk & Client Experience Answer and direct phone calls; greet and assist clients and visitors Develop rapport with clients via phone, email, and in person; respond to inquiries with calm confidence Fulfill basic client requests that don't require advisor involvement Mail, Filing & Document Processing Process incoming/outgoing mail; scan and file tax documents accurately and promptly Manage UPS/USPS shipping for tax returns, organizers, and signature documents Route IRS/state notices and documents to the correct team member Tax Administrative Support Track signed e-file authorizations and release signed returns (UltraTax) Track return statuses and due dates to help the team meet deadlines Support client onboarding/offboarding: engagement letters, CRM setup, billing configuration Assist with invoicing and accounts receivable tracking Office & Team Support Coordinate and manage team workflow; create or improve office processes Coordinate meetings, team events, and catering as needed Manage miscellaneous administrative projects assigned Keep track of and order office supplies on a regular basis Required Qualifications: 2+ years of experience in an administrative, executive assistant, or personal assistant capacity High school diploma required Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and calendar management tools Excellent written and verbal communication skills Strong organizational skills with the ability to manage multiple priorities and deadlines independently Ability to maintain strict confidentiality regarding sensitive personal and business information Comfortable managing multiple tasks and interruptions in a fast-paced office environment Self-motivated, comfortable with independent decision making Preferred Qualifications: 2+ years prior experience supporting financial services, wealth management, or professional services executive Associate or bachelor’s degree preferred Previous experience at a CPA firm or financial services office Skills and Competencies: Discretion and sound judgment when handling confidential information Strong attention to detail and follow-through Adaptability and comfort with shifting priorities in a fast-paced environment Proactive problem-solving and anticipatory thinking Display excellent time management skills. Adherence to compliance policies and procedures. Ability to exercise independent judgment in planning and prioritizing work. Physical Requirements: Ability to sit at a desk and use a computer for extended periods Ability to lift up to 15 lbs (e.g., files, packages, supplies) as needed Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: 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 Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.

Receptionist/Tax Administrative Associate.

more at Cerity Partners ( https://ceritypartners.com ).

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