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H&R Block
Multi-Office Leader
Fort Worth, Texas, United States · On-site
Mid level
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Full-time
bachelor degree
Health insurance, Dental insurance, Vision insurance, 401(k) savings and investment plan, Flexible PTO policy, Parental leave
Posted 19d ago
~40 hrs/week
Responsibilities
The Tax Associate will prepare and review complex Federal and state income tax returns for high-net-worth individuals and business entities. They will also support the tax team by preparing financial exhibits, managing client inquiries, and assisting with tax research and projections.
Requirements
Candidates must hold a Bachelor's degree in Finance or Accounting and possess 1-3 years of experience in the financial or tax industry. Strong attention to detail, excellent communication skills, and proficiency in tax preparation software are required.
Full 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. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
https://ceritypartners.com/award-disclosures
Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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How many Administrative jobs are open in Fort Worth, TX right now?
There are currently 1,295 open administrative positions in Fort Worth, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Fort Worth, TX?
Companies currently hiring include Cook Children's Health Care System, University of North Texas System, Bank of America, Texas Health Resources, Hotel Drover, Autograph Collection, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Fort Worth, TX?
Yes — 149 of the 1295 open administrative positions offer remote or hybrid work (54 remote, 95 hybrid).
How do I apply for Administrative jobs in Fort Worth, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.