Tax Associate

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

Benefits offered by this job

Health insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners in Fort Worth is seeking a detail-oriented Tax Preparer to support high-net-worth individuals and entities with complex Federal and state returns. You will prepare financial exhibits, review K-1s, and coordinate client meetings in a fast-paced tax season.

The role emphasizes accuracy, collaboration, and client service, with opportunities to assist planning and investment teams and to work with senior tax professionals.

Qualifications

• Bachelor’s degree required (Finance or Accounting preferred).
• 1–3 years of work experience in financial industry, tax or related field.
• Strong attention to detail and problem-solving with deadlines.
• Strong verbal and written communication and interpersonal 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, balance sheets, etc.).
• Coordinate client meetings and prepare meeting materials; manage post-meeting actions.

Skills

Attention to detail

Communication skills

Team collaboration

Problem solving

Organizational skills

Education

Bachelor’s Degree

CPA or EA candidate

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 inCCH Axcess tax preparation softwarestrongly 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. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.