Senior Tax Associate
About The Position
The Senior Tax Associate contributes to client satisfaction by responding promptly and effectively to client needs and concerns and helping build long-term client relationships. The role prepares and self-reviews accurate, complete work products for client delivery, with a focus on high-net-worth individuals, fiduciary tax, not-for-profit compliance, and entity tax filings. It also prepares professional-standard work papers and processes data into reviewable products. The associate assists with research on complex tax issues and develops practical income tax planning services. Working in a small team, the role helps deliver integrated family office services, supports time-sensitive client requests and planning opportunities, and shares knowledge with colleagues to strengthen service delivery and professional development. Continuing education and contributing to a flexible, stable, team-oriented culture are expected. The position requires onsite work four days per week and may include additional duties as business needs change.
Requirements
- Bachelor’s degree in accounting.
- 4–6 years of related work experience in a tax or family office practice.
- Critical emphasis on individual and fiduciary tax experience; other relevant competencies include pass-through, gift tax, or not-for-profit work.
- 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 at least 18 years old.
- Must have unrestricted U.S. work authorization; for U.S. employment opportunities, Corient hires U.S. citizens or permanent residents, subject to the stated exception for shortages of qualified candidates, and requires proof of authorization.
- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
Nice To Haves
- MBA or MS in Taxation.
- CPA or passed sections of the CPA exam.
- Knowledge of CCH Engagement.
- Knowledge of CCH Axcess Tax and BNA Income Tax Planner.
Responsibilities
- Respond to client needs and concerns in a timely and effective manner to support client satisfaction and long-term working relationships.
- Prepare and self-review work products for completeness and accuracy, and prepare them for client delivery.
- Prepare tax work focused on high-net-worth individuals, fiduciary tax, not-for-profit compliance, and entity tax filings.
- Prepare work papers in accordance with professional standards.
- Process data and convert it into reviewable products.
- Assist with research into complex tax issues and the development of practical income tax planning services.
- Work within a small team to deliver integrated family office services to clients.
- Assist with time-sensitive client requests and planning opportunities.
- Communicate with and assist team members, sharing knowledge to support professional development and service delivery.
- Maintain a commitment to continuing education and contribute to a flexible, stable, team-oriented working culture.
- Work onsite four days per week.
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 through Perkspot.
- Training reimbursement.
- Paid professional designations.
- Volunteer days.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
