Tax Manager

CI Financial•New York, NY

3d•Onsite

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. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.

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
Experience in tax compliance specific to the oil & gas sector: Calculating depletion and depreciation, including cost and percentage methods
Experience with deductions unique to the oil & gas industry, such as dry hole costs and IDC
Calculating AMT adjustments specific to the oil & gas sector
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