Tax Associate

Cerity Partners•Fort Worth, TX

53d•Onsite

About The Position

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.

Requirements

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
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.
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

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

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