Tax Manager

CI Financial•New York, NY

1d•Hybrid

About The Position

Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Requirements

BA/BS degree in Accounting from an accredited college/university, JD, or MS in Tax required
Active CPA, EA or state bar license required (eligible to be listed on POAs is required)
6+ year’s progressive experience in public accounting required
Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families
Ability to establish and maintain strong client relationships
Excellent verbal and written communication skills
Proficiency in Microsoft Office applications required
Experience with reviewing individual, fiduciary, gift tax returns required, partnership and S corporation preferred
Experience with research software and memo writing required
Must be able and willing to work additional hours as needed to meet client deliverables
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.
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

Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA)

Responsibilities

Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services
Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies
Review individual, trust, estate, gift, business entity, and foundation returns
Handle Federal and State tax notices and audits
Review and analyze estate planning related legal documents
Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
Be proactive and stay current on new tax legislation and tax reform
Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions
Serve as a subject matter expert, resource, and point of contact for clients’ broader advisory team, including wealth advisors, financial planners, and other stakeholders
Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles
Provide internal training and guidance on tax-related topics
Manage other members of the group including monitoring their workload and training and assisting them