Senior Tax Associate

About the Role

Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families enjoy a full life while preserving their wealth for future generations and supporting the people, causes, and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

Responsibilities

• Contribute to client satisfaction by providing timely and effective responses to client needs and concerns, enhancing long-term working relationships.
• Prepare and self-review work products for completeness and accuracy, focusing on high-net-worth individuals, fiduciary tax, not-for-profit compliance, and entity tax filings.
• Prepare work papers based on professional standards and process data into a reviewable product.
• Assist in researching complex tax issues and developing quality, practical income tax planning services.
• Work within a small team to deliver integrated family office services to clients.
• Aid in preparing time-sensitive client requests and planning opportunities.
• Facilitate communications and provide assistance to team members by sharing knowledge to enhance service delivery.
• Maintain a personal commitment to continuing education.
• Contribute to a flexible, stable, and team-oriented working culture that fosters professional development.

Requirements

• Bachelor’s degree in accounting.
• 4-6 years of related work experience in a tax or family office practice, with an emphasis on individual and fiduciary experience; experience with pass-through entities, gift tax, or not-for-profit is critical.
• A commitment to learning and developing in an exacting tax environment within a growth business.
• Excellent interpersonal, analytical, and problem-solving abilities.
• Strong written and verbal communication skills.
• Proficiency in compliance technology applications including Pro Systems, BNA Income Tax Planner, and Microsoft products.

Qualifications

• MBA or MS in Taxation (a plus).
• CPA or CPA exam parts passed (preferred).
• Knowledge of CCH Engagement (a plus).
• Experience with CCH Axcess Tax and BNA Income Tax Planner (a plus).

Pay

The pay range for this exempt position is $103,000 - $130,000 USD per year. Salary offers are determined based on final candidate qualifications and experience.

Schedule

This position requires working onsite 4 days per week.

Benefits

• 401(k) Plan with Employer Matching.
• Four generously subsidized Medical Plan options.
• Employer-paid Dental, Vision, Life, and AD&D Insurance.
• Employer-paid Short-term and Long-term Disability.
• Paid Maternity and Parental Leave.
• Flexible Spending Accounts and Health Savings Accounts.
• Dependent Care FSA.
• Commuter and Transit FSA.
• Corporate Discount Program (Perkspot).
• Training Reimbursement.
• Paid Professional Designations.
• Volunteer days to give back to the community.

Physical Requirements

• Ability to work in an office environment, including prolonged periods of sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds.

Must be 18 years of age or older and have unrestricted work authorization to work in the United States. Corient participates in E-Verify and requires proof of work authorization. Candidates must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.