Senior Tax Administrator

CI Financial • Miami, FL

3d • $76,000 - $114,000 • Onsite

About The Position

The Senior Tax Administrator reviews tax work papers and federal and state income tax returns for individuals, trusts, foundations, and flow-through entities. The role supports tax planning, consulting, research, and tax notice handling for Corient partners and client teams, and serves as a liaison to third-party tax preparers by coordinating tax information and resolving questions and open items. The administrator analyzes client tax data, keeps current on tax legislation, and manages projects assigned by the Tax Manager or Director of Tax. This is an onsite role four days per week.

Requirements

• Strong technical skills relating to high-net-worth individuals from income, gift, and partnership tax perspectives.
• Familiarity with estate and trust tax issues.
• Experience reviewing individual, trust, gift, and business tax returns.
• Proficiency in MS Word, Excel, Outlook, and tax applications such as CCH Axcess.
• Ability to work in a fast-paced, dynamic environment.
• Effective written and verbal communication and interpersonal skills.
• Strong problem-solving and decision-making abilities.
• Strong analytical and deductive reasoning skills.
• Attention to detail.
• Strong organizational and time-management skills, including the ability to manage multiple projects accurately and simultaneously under strict deadlines.
• Ability to provide exceptional client service and complete work accurately and promptly.
• Bachelor's degree in Accounting from an accredited college or university.
• Three to five years of prior experience as a tax preparer and reviewer or in a related field such as accounting.

Nice To Haves

• Master's degree in Taxation or Accountancy.
• Active CPA license or pursuit of a CPA license.
• Big Four experience.

Responsibilities

• Review tax work papers in detail and handle tax information data requests.
• Review federal and state income tax returns for individuals, trusts, foundations, and flow-through entities.
• Stay current on new tax legislation and tax reform.
• Assist with federal and state tax notices.
• Support Corient Partners and Client Teams with tax planning, consulting, and research.
• Communicate with Corient Tax Managers, the Director of Tax, Corient Partners and Client Teams, and outsourced tax preparers about client-specific tax questions and return status.
• Manage projects assigned by the Tax Manager or Director of Tax.
• Analyze tax data submitted by clients to maximize outcomes for clients.
• Act as a tax liaison for third-party preparers, including coordinating and collecting tax information and answering questions and open-item requests.
• Train staff and associates on the tax compliance and preparation process.

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 and long-term disability insurance.
• Paid maternity and parental leave.
• Flexible spending accounts and health savings accounts.
• Dependent care FSA.
• Commuter and transit FSA.
• Corporate discount program.
• Training reimbursement.
• Paid professional designations.
• Volunteer days.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior