Senior Tax Associate

CI Financial • Houston, TX

2d • Onsite

About The Position

Corient is hiring a Senior Tax Associate to support tax and family office services for high- and ultra-high-net-worth individuals and families. The role focuses on preparing and reviewing tax work products, including individual, fiduciary, not-for-profit, and entity tax filings; supporting client relationships; researching complex tax issues; and contributing to tax planning. The associate works within a small team to provide integrated family office services and assists with time-sensitive client requests and planning opportunities.

The position requires working onsite four days per week in an office environment. Duties may change as business needs evolve, and additional responsibilities may be assigned. The role requires the ability to sit for extended periods and work at a computer, and may require lifting up to 15 pounds. Corient describes its culture as collaborative and supportive of professional development and continuing education.

Requirements

• Bachelor’s degree in accounting.
• Four to six 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 with 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; Corient generally hires U.S. citizens or permanent residents for U.S. employment, with stated exceptions based on qualified-candidate shortages.
• 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.
• Experience with CCH Axcess Tax and BNA Income Tax Planner.

Responsibilities

• Respond to client needs and concerns promptly and effectively to contribute to client satisfaction and long-term working relationships.
• Prepare and self-review work products for completeness and accuracy and prepare them for client delivery, with a focus on high-net-worth individuals, fiduciary tax, not-for-profit compliance, and entity tax filings.
• Prepare work papers in accordance with professional standards and process data into reviewable products.
• Assist with research on complex tax issues and develop practical, high-quality 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.
• Contribute to a flexible, stable, team-oriented working culture that fosters professional development.

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 coverage.
• 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.

What This Job Offers

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