Top 475 Tax associate Jobs in Grand Prairie, Tx

Full-time eMoney & Planning Associate
Royal Wealth Planners —Fort Worth, TX
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- Mid-level
- Paid time off
- Retirement plan
Quick Apply
Tax Support Associate – Retail
Intuit —Arlington, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Support Associate – Retail
Intuit —Dallas, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Wealth Management Associate
Legacy Lab Financial LLC —Irving, TX
- $75,000 - $250,000 a year
- Part-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Work from home
Quick Apply
Tax Associate
H&R Block —Grand Prairie, TX
- Weekends as needed
- Office
- Finance
- High school diploma or GED
9d
Registered Branch Associate
Edward Jones —Colleyville, TX
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Tax Associate Analyst
PepsiCo —Plano, TX
- $66,900 - $111,950 a year
- Microsoft Excel
- Oracle
- Writing skills
- Paid parental leave
- Health insurance
Accountant/Bookkeeper
Texas Mixer Trucks, LLC —Grand Prairie, TX
- $35 an hour
- Full-time
- Spanish
- Mid-level
- Office
Quick Apply
2d
Tax Support Associate – Retail
Intuit —Mansfield, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Associate – TurboTax Store
Intuit —Irving, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Associate – TurboTax Store
Intuit —Grapevine, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Associate – In-Store
Intuit —Grapevine, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Associate – In-Store
Intuit —Dallas, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Associate – TurboTax Store
Intuit —Lewisville, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Associate – In-Store
Intuit —Coppell, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Virtual Financial Consultant
TIAA —Dallas, TX
- $70,600 - $103,000 a year
- Online Application
- Mid-level
- Office
- Business development
- 403(b)
- Life insurance
Tax Associate – In-Store
Intuit —Arlington, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Support Associate – Retail
Intuit —Fort Worth, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Associate – TurboTax Store
Intuit —Mansfield, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Financial Advisor
Edward Jones —Arlington, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training

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Full-time eMoney & Planning Associate

Royal Wealth Planners
Fort Worth, TX

Quick Apply

Job Details

Full-time
$80,000 - $90,000 a year

Benefits

Paid time off
Retirement plan

Qualifications

Financial planning software
CFP
Financial planning firm experience
Data analysis skills
Financial plan development
Finance
Bachelor's degree
Attention to detail
Investment analysis

Full Job Description

About the Role

We are seeking an experienced Financial Planning Specialist to join our growing advisory team. This individual will play a critical role in developing, maintaining, and enhancing comprehensive financial plans for clients, working closely with a team of advisors to deliver high-quality planning analyses and recommendations.

The ideal candidate is highly proficient in eMoney, enjoys detailed analytical work, and can independently create sophisticated financial plans, projections, and scenario analyses. This position is primarily remote and initially will support a team of four advisors.

Key Responsibilities

Build, update, and maintain comprehensive financial plans in eMoney.
Gather, organize, and input client financial data accurately and efficiently.
Run retirement, cash flow, tax, estate, insurance, and investment planning analyses.
Create and evaluate multiple planning scenarios and projections.
Prepare planning summaries, recommendations, and supporting materials for advisor review.
Monitor planning updates and assist with ongoing plan maintenance.
Collaborate closely with advisors to ensure planning recommendations align with client goals.
Identify opportunities to improve planning workflows and maximize the capabilities of eMoney.

Required Qualifications

Minimum of 3 years of hands-on experience using eMoney financial planning software.
Experience creating and maintaining advanced financial plans independently.
Strong understanding of comprehensive financial planning concepts, including:
Retirement planning
Cash flow analysis
Tax planning strategies
Insurance analysis
Estate planning fundamentals
Investment planning
Exceptional attention to detail and organizational skills.
Ability to prioritize multiple projects and meet deadlines.
Strong written and verbal communication skills.
Ability to work effectively in a remote environment with limited supervision.
90% remote/10% travel - Local to Dallas-Fort Worth, Austin or Houston – some in person events/travel will be required.

Preferred Qualifications

CFP® certification or CFP® coursework completed/in progress.
Experience working in a Registered Investment Advisor (RIA) or wealth management firm.
Familiarity with CRM systems and planning technology platforms.
Bachelor’s degree in Finance, Financial Planning, Accounting, Economics, or a related field.

What Success Looks Like

The successful candidate will quickly become a trusted planning resource for the advisory team by:

Producing accurate, high-quality financial plans.
Leveraging eMoney to its fullest capabilities.
Delivering timely analyses and planning scenarios.
Helping advisors improve efficiency and enhance client planning experience.

Base salary with bonus tied to firm production may be available.

Benefits:

Retirement Plan after 1 year
7 days of PTO (increases each year employed)
Insurance potentially available
W2 Position

Estimated Start Date 10/1/2026

Pay: $80,000.00 - $90,000.00 per year

Application Question(s):

Do you have at least 3 years of experience using financial planning software? (Yes/No)

Which software have you used?

Do you have experience creating financial plans for clients? (Yes/No)

Which firm or company were you affiliated with in that role?

Are you proficient in Microsoft Excel? (Yes/No)

What about this position is especially interesting to you?

Work Location: Hybrid remote in Fort Worth, TX 76102

Quick Apply

Refine Your Search

tax associate jobs in grand prairie, tx

Full-time eMoney & Planning Associate

Tax Support Associate – Retail

Tax Support Associate – Retail

Wealth Management Associate

Tax Associate

Registered Branch Associate

Tax Associate Analyst

Accountant/Bookkeeper

Tax Support Associate – Retail

Tax Associate – TurboTax Store

Tax Associate – TurboTax Store

Tax Associate – In-Store

Tax Associate – In-Store

Tax Associate – TurboTax Store

Tax Associate – In-Store

Virtual Financial Consultant

Tax Associate – In-Store

Tax Support Associate – Retail

Tax Associate – TurboTax Store

Financial Advisor

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