Tax Associate: High-Net-Worth & Complex Returns

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

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.