Tax Manager

About the role

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team.

Responsibilities

• Tax Services:
  • Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services.
  • Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies.
  • Review individual, trust, estate, gift, business entity, and foundation returns.
  • Handle Federal and State tax notices and audits.
  • Review and analyze estate planning related legal documents.
  • Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies.
  • Be proactive and stay current on new tax legislation and tax reform.
• Experience in tax compliance specific to the oil & gas sector:
  • Calculate depletion and depreciation, including cost and percentage methods.
  • Calculate dry hole costs and IDC.
  • Calculate AMT adjustments specific to the oil & gas sector.
• Business Development:
  • Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions.
  • Serve as a subject matter expert, resource, and point of contact for clients’ broader advisory team, including wealth advisors, financial planners, and other stakeholders.
  • Conduct internal business development and marketing, including networking, public speaking, and authoring income tax planning and Trust and Estate related articles.
  • Provide internal training and guidance on tax-related topics.
  • Manage other members of the group including monitoring their workload and training and assisting them.

Qualifications

• Bachelor's or Master's degree in Accounting from an accredited college/university, JD, or MS in Tax required.
• Active CPA, EA or state bar license required (eligible to be listed on POAs is required).
• 6+ years’ progressive experience in public accounting required.
• Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families.
• Able to establish and maintain strong client relationships.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office applications required.
• Experience with reviewing individual, fiduciary, gift tax returns required, partnership and S corporation preferred.
• Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA), experience with research software and memo writing required.
• Must be able and willing to work additional hours as needed to meet client deliverables.

Physical Requirements

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.