Tax Associate

CI Financial•New York, NY

10d•$83,200 - $115,000•Hybrid

About The Position

Corient is hiring a Tax Associate to prepare and support tax compliance and planning for high- and ultra-high-net-worth individuals, families, trusts, estates, foundations, and businesses. The role includes reviewing tax source documents and OCR-processed data, researching tax matters, keeping current on tax legislation, responding to federal and state tax notices, and maintaining organized tax files. The Tax Associate also collects and analyzes client financial records, enters information into tax software or databases, and supports the tax-planning process while providing timely, accurate client service. The position requires a bachelor's degree in Accounting and general accounting and tax-law knowledge. A master's degree in Taxation or Accountancy and an active or pursued CPA license are preferred. Prior tax-preparer experience is preferred but not required. The position is exempt, pays $83,200–$115,000 per year, and requires onsite work four days per week. The physical requirements may include prolonged sitting and computer use, and lifting up to 15 pounds.

Requirements

Bachelor's degree in Accounting from an accredited college or university.
Solid accounting knowledge and general knowledge of tax laws and regulations.
Experience preparing individual, trust, and business tax returns.
Proficiency in MS Word, Excel, Outlook, and tax applications such as CCH Axcess.
Ability to work in a fast-paced, dynamic environment.
Effective written and verbal communication and interpersonal skills.
Strong problem-solving and decision-making abilities.
Strong analytical and deductive reasoning skills.
Attention to detail.
Strong organizational and time-management skills, including the ability to manage multiple projects accurately within strict deadlines.
Ability to provide exceptional client service and a sense of urgency in completing work accurately and on time.
Must be at least 18 years of age.
Must have unrestricted work authorization in the United States; Corient hires U.S. citizens or permanent residents for U.S. employment opportunities, subject to stated exceptions.
Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement.

Nice To Haves

Master's degree in Taxation or Accountancy.
Active CPA license or currently seeking a CPA license.
One to three years of prior work experience as a tax preparer; experience is preferred but not required.
Big Four experience.

Responsibilities

Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis.
Review tax source documents and OCR-processed data for accuracy.
Conduct tax research to support tax planning and compliance.
Stay current on new tax legislation and tax reform.
Assist with handling federal and state tax notices.
Maintain detailed, organized tax files and document relevant information and supporting materials.
Collect and input relevant financial records into tax return software or databases.
Analyze client-submitted tax data to maximize client outcomes.
Support tax planning for clients and members of the Tax team.
Provide exceptional client service and complete work accurately and promptly.

Benefits

401(k) plan with employer matching.
Four medical plan options, generously subsidized by Corient.
Employer-paid dental, vision, life, and accidental death and dismemberment 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.