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About the Role

Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for those they care about. We focus on exceeding expectations, simplifying lives, and establishing lasting legacies. We are seeking talented and motivated individuals to join our team, offering a supportive environment for growth and valuing contributions.

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 within a team environment.
• Aid in preparing time-sensitive client requests and planning opportunities.
• Facilitate communication and provide assistance to team members by sharing knowledge for professional development and enhanced 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.
• Competencies including pass-through, gift tax, or not-for-profit experience.
• 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.
• Willingness to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.
• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• Must be willing to work onsite 4 days per week.

Skills

• Pro Systems
• BNA Income Tax planner
• Microsoft products
• CCH Engagement
• CCH Axcess Tax

Location

• Onsite

Work Type

• Onsite
• Full-time

Experience Level

• 4-6 years

Education Level

• Bachelor's degree in accounting
• MBA or MS in Taxation a plus
• CPA or CPA exam parts passed preferred

Salary/Compensations

• $103,000 - $130,000 USD per year

Benefits

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

About the Company

• Corient is the world’s largest multi-family office and non-bank wealth manager serving ultra-high- and high-net-worth clients.
• We are the industry’s only global professional services partnership, combining boutique personal service with global institution scale and resources.
• Our partnership model fosters collaboration and brings collective expertise to each relationship for a transparent, client-first experience.
• As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy, and family office services.
• Full participation of all employees in a safe, healthy, and respectful environment is key to individual and company success.
• Corient refers to separate but affiliated entities under common control of Corient Holdings Inc.

Equal Opportunity

• We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.