Tax Associate

Cerity Partners Management LLC; Fort Worth (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental Leave

Educational assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners in Fort Worth seeks a detail-oriented Tax Preparer to join our tax team. You will assist on complex Federal and state returns for high-net-worth individuals and business entities, prepare financial exhibits, and support planning and client meetings with accuracy and timeliness.

The ideal candidate has a Bachelor’s degree and 1–3 years of experience; CPA or EA candidate preferred. Proficiency with CCH Axcess is a plus.

Qualifications

• Bachelor’s degree in Finance or Accounting or related field.
• 1–3 years in tax or related financial services.
• CPA or EA candidate preferred.

Responsibilities

• Prepare financial exhibits and analysis for client matters.
• Prepare and review complex Federal and state tax returns for high-net-worth individuals and entities.
• Coordinate client meetings and prepare materials.
• Provide tax research and technical support to the team.
• Prepare quarterly tax projections.
• Assist in year-end 1099s and benefits calculations.
• Respond to client inquiries with superior service.

Skills

Attention to detail

Strong communication

Organizational skills

Teamwork / collaborative

Education

Bachelor’s Degree

Tools

CCH Axcess

Job description

Are you a tax professional who enjoys preparing complex individual and entity tax returns, thrives during the fast pace of tax season, and finds satisfaction in delivering accurate, high-quality work? Do you appreciate the value that thoughtful tax preparation and client service bring to high-net-worth individuals and businesses? If so, you may be a great fit as a member in our Fort Worth office. We are seeking a detail-oriented and organized Tax Preparer who takes pride in accuracy, enjoys working through data and documentation, and values collaboration. The ideal candidate brings a positive attitude, strong communication skills, and the ability to build strong working relationships with teammates and internal partners in a fast-paced environment.

Primary Responsibilities:

• Support Partner and tax team on client matters, including:
• Prepare financial exhibits and analysis – such as net worth statements, cash flow statements, estate tax forecasts, balance sheets, flow charts, asset allocations, and portfolio analysis
• Prepare and review complex Federal and state income tax returns for high-net-worth individuals, which could include individual (with many K-1’s from MLP’s and alternative investments), LLC’s, Business Entities, and Gift Tax
• Coordinate client meetings including preparation of meeting materials; notifying and distributing agenda and implementing post-meeting action items
• Determine service requirements and manage daily client activities applying problem-solving strategies
• Answer client questions and respond to client inquiries, providing superior service and ensure successful resolution of any client need
• Assist planning and investment team members and practice leaders with income tax research, technical advice and support on tax related matters
• Prepare and review complex Federal and state income tax returns for high-net-worth individuals, which could include Individual, Business, Estate and Gift Tax returns
• Assist in the preparation of 1099s and other year-end related benefits calculations
• Prepare and review quarterly tax projections
• Support tax team with coordination of document needs
• Answer client questions and respond to client inquiries, providing superior service and ensure successful resolution of any client need
• Other tasks as needed

Required 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, exceptional problem-solving skills and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required
• Strong verbal and written communication skills, professional presentation, and organizational skills.
• Evidence of excellent interpersonal skills in dealing with staff and clients

Preferred Qualifications:

• CPA or EA candidate preferred
• Proficiency in CCH Axcess tax preparation software strongly preferred

Skills & Competencies:

• Demonstrate strong and effective communication, organizational and time management skills.
• Ability to work in a team based/collaborative environment.
• Must accept and thrive in a fast-paced, changing environment.
• Adherence to all compliance policies & procedures.
• Demonstrate the Cerity Partners culture.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

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.

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.

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.