High-Net-Worth Tax Associate — Dynamic Team, Great Benefits

Cerity Partners; Fort Worth (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) savings with 4% match

Flexible PTO policy

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerit y Partners in Fort Worth seeks a detail-oriented Tax Preparer to handle complex individual and entity returns, especially for high-net-worth clients, in a fast-paced season. You will prepare and review federal/state returns, assist with planning, coordinate meetings, and deliver accurate, high-quality tax work while collaborating with teammates and internal partners.

We offer health, dental and vision insurance from day one, a 401(k) with match, flexible PTO, parental leave, education

Qualifications

• Bachelor’s degree in finance or accounting required.
• 1–3 years experience in tax or related field.
• CPA or EA candidate preferred.
• Proficiency with tax software and handling high-net-worth returns is a plus.

Responsibilities

• Prepare and review Federal and state income tax returns for high-net-worth individuals (including multi-K-1s).
• Prepare financial exhibits and analysis (net worth, cash flow, estate tax forecasts, balance sheets).
• Coordinate client meetings and materials; manage post-meeting action items.

Skills

Attention to detail

Communication

Organizational skills

Team collaboration

Education

Bachelor’s Degree (Finance or Accounting)

Tools

CCH Axcess

Job description

Cerit y Partners in Fort Worth seeks a detail-oriented Tax Preparer to handle complex individual and entity returns, especially for high-net-worth clients, in a fast-paced season. You will prepare and review federal/state returns, assist with planning, coordinate meetings, and deliver accurate, high-quality tax work while collaborating with teammates and internal partners.

We offer health, dental and vision insurance from day one, a 401(k) with match, flexible PTO, parental leave, education