Tax Associate

CI Financial•San Diego, CA

1d•Hybrid

About The Position

Corient is currently seeking a dedicated and detail-oriented Tax Associate to join the Corient Tax Practice, which provides Tax Planning and Compliance Services to sophisticated high-net-worth and ultra-high-net-worth individuals and families, trusts, estates and private foundations.

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
BA/BS degree in Accounting from an accredited college/university required
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

Master’s in Taxation or Accountancy preferred
Active CPA licensed or seeking CPA license preferred
1 to 3 years of prior work experience as a tax preparer preferred, but not required (Big 4 Experience Preferred)

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.