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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. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Responsibilities
- Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis.
- Review tax source documents and data pushed through OCR for accuracy.
- Conduct tax research to support tax planning and compliance efforts.
- Be proactive and stay current on new tax legislation and tax reform.
- Assist with handling Federal and State Tax notices.
- Maintain detailed and organized tax files, including documenting all relevant information and supporting documents for tax returns.
- Collect and input relevant financial records into tax return software or databases.
- Analyze tax data submitted by clients to maximize the outcome to the client.
- Support the tax planning process for clients and members of the Tax team.
Requirements
- Solid accounting and knowledge of tax laws and regulations in general.
- Experience in preparing individual, trust and business tax returns.
- Proficient in MS Word, Excel, Outlook and tax applications (e.g. CCH Axcess).
- Ability to work in a fast-paced and dynamic environment.
- Effective written and verbal communication and interpersonal skills.
- Superior problem-solving abilities as well as good decision-making skills.
- Strong analytical and deductive reasoning skills.
- Detail oriented.
- Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
- Ability to provide exceptional client service and exhibits a sense a of urgency to complete work in a timely and accurate manner.
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States.
- 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.
Skills
- MS Word
- Excel
- Outlook
- Tax applications (e.g. CCH Axcess)
Location
- Onsite
Work Type
- Onsite
- Full-time
Experience Level
- 1 to 3 years of prior work experience as a tax preparer preferred, but not required (Big 4 Experience Preferred)
Education Level
- BA/BS degree in Accounting from an accredited college/university required
- Master’s in Taxation or Accountancy preferred
- Active CPA licensed or seeking CPA license preferred
Salary/Compensations
- $83,200 - $115,000 USD per year
Benefits
- 401(k) Plan with Employer Matching
- Four Medical Plan options that is 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 focused on serving ultra-high- and high-net-worth clients.
- As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution.
- Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience.
- As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
- Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success.
- We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
- Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc.
- Client assets include all assets of Corient Holdings Inc., including majority- and minority- owned businesses.
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.