High‑Net‑Worth Tax Associate | Flexible PTO

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

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners in Fort Worth seeks a detail-oriented Tax Preparer to support partners and the tax team on complex client matters, including high-net-worth individuals and entities. You will prepare and review Federal and state returns, coordinate client meetings, and provide superior service addressing client inquiries.

The role requires a Bachelor’s degree with 1–3 years in tax/finance, CPA/EA candidate preferred, and proficiency with tax software such as CCH Axcess.

Qualifications

• Bachelor’s Degree required (Finance or Accounting majors preferred).
• 1-3 years of work experience in financial industry, tax and/or related field.
• Strong attention to detail and problem-solving skills.
• Excellent verbal and written communication and organizational skills.

Responsibilities

• Prepare and review complex Federal and state income tax returns for high-net-worth individuals and entities.
• Prepare financial exhibits and analysis (net worth statements, cash flow statements, estate tax forecasts, balance sheets, asset allocations).
• Coordinate client meetings and prepare meeting materials; drive post-meeting action items.
• Assist planning and investment teams with tax research and technical advice.

Skills

Communication

Organization

Time management

Teamwork

Education

Bachelor's degree

CPA or EA candidate

Tools

CCH Axcess

Job description

Cerity Partners in Fort Worth seeks a detail-oriented Tax Preparer to support partners and the tax team on complex client matters, including high-net-worth individuals and entities. You will prepare and review Federal and state returns, coordinate client meetings, and provide superior service addressing client inquiries.

The role requires a Bachelor’s degree with 1–3 years in tax/finance, CPA/EA candidate preferred, and proficiency with tax software such as CCH Axcess.