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) 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

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 analysisPrepare 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 TaxCoordinate client meetings including preparation of meeting materials; notifying and distributing agenda and implementing post-meeting action itemsDetermine service requirements and manage daily client activities applying problem-solving strategiesAnswer client questions and respond to client inquiries, providing superior service and ensure successful resolution of any client needAssist planning and investment team members and practice leaders with income tax research, technical advice and support on tax related mattersPrepare and review complex Federal and state income tax returns for high-net-worth individuals, which could include Individual, Business, Estate and Gift Tax returnsAssist in the preparation of 1099s and other year-end related benefits calculationsPrepare and review quarterly tax projectionsSupport tax team with coordination of document needsAnswer client questions and respond to client inquiries, providing superior service and ensure successful resolution of any client needOther tasks as neededRequired Qualifications:Bachelor’s Degree required. (Finance or Accounting majors preferred)1-3 years of work experience in financial industry, tax and/or related fieldStrong 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 requiredStrong verbal and written communication skills, professional presentation, and organizational skills.Evidence of excellent interpersonal skills in dealing with staff and clientsPreferred Qualifications:CPA or EA candidate preferredProficiency in CCH Axcess tax preparation software strongly preferredSkills & 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% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity 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.