Tax Associate

CI Financial • Philadelphia, PA

4d • Hybrid

About The Position

The Tax Associate prepares federal and state tax and informational filings for corporations, limited liability companies, partnerships, trusts, and individuals, with a focus on cross-border reporting. The role analyzes domestic and foreign financial records to support tax filings and projects federal and state taxes for a variety of client situations. It also involves ongoing communication with clients, client advisors, team members, and supervisors to implement job duties and keep relevant parties informed.

The position works onsite four days per week in an office environment. It may involve prolonged sitting at a desk and working on a computer, and may require lifting up to 15 pounds. Corient describes itself as a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth clients.

Requirements

• At least 3 years of progressively expansive tax preparation and accounting experience.
• Tax preparation experience across a wide variety of entity types, including corporations, limited liability companies, partnerships, trusts, and individuals.
• Client service orientation.
• Excellent organization skills.
• Excellent spoken and written communication skills.
• Sense of urgency, judgment, problem-solving, and risk-mitigation abilities.
• Ability to interact with a sophisticated clientele.
• Ability to multitask in a fast-paced small-team environment.
• Strong computer skills, particularly with Microsoft Office; excellent Microsoft Excel skills are required.
• At least 18 years of age.
• Unrestricted work authorization in the United States; Corient hires U.S. citizens or permanent residents for U.S. opportunities, with stated exceptions based on shortages of qualified candidates.
• Willingness 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

• Certified Public Accountant designation preferred.
• Experience with tax compliance and reporting related to non-U.S. assets or non-U.S. entities is a plus.
• Microsoft PowerPoint skills.

Responsibilities

• Prepare federal and state tax and informational filings for corporations, limited liability companies, partnerships, trusts, and individuals, with a focus on cross-border reporting.
• Analyze underlying domestic and foreign financial records for use in preparing tax filings.
• Project federal and state taxes for a variety of client situations.
• Communicate with clients, client advisors, team members, and supervisors as needed to carry out job duties and keep parties informed.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed