Senior Tax Associate
About The Position
Join a team that values your ambition and empowers your growth 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. Location: New York, NY Overview We are seeking a highly motivated, detail-oriented, and experienced Senior Tax Associate to join our team, reporting to a Tax Manager.
Requirements
- Bachelor’s degree in accounting
- 4-6 years of related work experience in a tax or family office practice; an emphasis on individual and fiduciary experience is critical; and other competencies including pass through, gift tax or not for profit
- 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.
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States.
- For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
- Corient will require proof of work authorization.
- 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.
Nice To Haves
- MBA or MS in Taxation a plus
- CPA or CPA exam parts passed preferred
- Knowledge of CCH Engagement a plus
- CCH Axcess Tax and BNA Income Tax Planner
Responsibilities
- Contributing to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients.
- Preparing and self-reviewing work products for completeness and accuracy and preparing them for client delivery. Work product focus will include a concentration on high-net-worth individuals, fiduciary tax, not for profit compliance and entity tax filings.
- Preparing work papers based on professional standards.
- Processing data and converting it to a reviewable product.
- Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services.
- Working within a small team environment to deliver integrated family office services to clients.
- Aiding in the preparation of various time-sensitive client requests and planning opportunities.
- Facilitating communications and providing ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery.
- Maintain a personal commitment to continuing education.
- Contributing to a flexible, stable, and team-oriented working culture that fosters professional development.
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
- Giving back to the community - Volunteer days
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What This Job Offers
Job Type
Full-time
Career Level
Senior
