Associate | Tax

Ocorian; New York (NY); On-site; USD 85,000 - 115,000; Full time

Job summary

Ocorian is seeking a Tax Compliance professional to deliver high-quality tax services for partnership and private client portfolios, including high-net-worth individuals and private equity structures. You’ll manage engagements, identify risks, and build strong client relationships.

You will analyze complex tax information, research matters, and collaborate with colleagues to ensure accurate, timely returns and compliant filings. This role requires CPA-alignment and strong Excel skills.

Qualifications

• Experience preparing complex partnership and high-net-worth individual tax returns and multi-state filings.
• Strong technical knowledge of partnership taxation, private equity, international tax, and foreign reporting.
• Advanced Excel skills and familiarity with tax software; QuickBooks a plus.

Responsibilities

• Prepare partnership Form 1065 and individual Form 1040 tax returns including multi-state filings.
• Review work for accuracy and regulatory compliance.
• Analyse financial/tax data to identify risks and opportunities.
• Research federal, state, and local tax matters and respond to notices.
• Collaborate with clients and colleagues to gather information and resolve tax issues.
• Maintain organized workpapers and documentation; manage workstreams to deadlines.
• Contribute to process improvements and share best practices with the tax team.
• Support managers and seniors with research, projects, and junior guidance.

Skills

Partnership tax

High-net-worth tax

Multi-state tax

Excel proficiency

Tax research

Communication with authorities

Education

Bachelor's degree in Accounting, Tax, Finance

Tools

Tax compliance software

Job description

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high-net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark withOcorian.

Expertise

We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust

We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale

With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

Purpose of the Job

You will support the delivery of high-quality tax compliance services to partnership and private client portfolios, including high-net-worth individuals and private equity structures. You'll play a hands-on role in managing tax engagements, identifying risks and opportunities, and building strong relationships with clients and colleagues.

Main Responsibilities

• Prepare partnership (Form 1065) and individual (Form 1040) tax returns, including multi-state filings and related disclosures.
• Review your own work to ensure accuracy, completeness, and compliance with tax regulations.
• Analyse financial and tax information to identify risks, issues, and planning opportunities.
• Research federal, state, and local tax matters and assist with responses to tax notices and enquiries.
• Collaborate with clients and colleagues to gather information and resolve tax matters efficiently.
• Maintain accurate and well-organised workpapers and supporting documentation.
• Manage assigned workstreams and deliver work within agreed deadlines.
• Support process improvements and contribute to best practices across the tax team.
• Participate in client communications and provide support on compliance-related matters.
• Support managers and senior team members with technical research, special projects, and advisory work, while providing guidance and support to junior team members as needed.

Qualifications

• Bachelor's degree in Accounting, Tax, Finance, or a related discipline.
• CPA qualification, or actively pursuing CPA certification, is preferred.
• Relevant experience in tax compliance, preferably within public accounting or professional services.

Knowledge, Skills And Experience

• Experience preparing complex partnership and high-net-worth individual tax returns, including multi-state compliance requirements.
• Strong technical tax knowledge, including partnership taxation, private equity structures, international tax considerations, and foreign reporting requirements, with the ability to research complex issues and communicate effectively with tax authorities.
• Advanced proficiency in Excel and experience using tax compliance software; experience with QuickBooks is an advantage.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial and tax information and identify risks and opportunities.
• Excellent attention to detail and a commitment to delivering accurate, high-quality work and client service.
• Strong organisational skills with the ability to manage multiple priorities and competing deadlines in a fast-paced environment.
• Effective communication and interpersonal skills, with the ability to build relationships and collaborate successfully with clients and colleagues.
• Self-motivated and adaptable, with the ability to work independently, take ownership of responsibilities, and contribute positively within a team environment.
• Demonstrates a proactive approach to continuous improvement, professional development, and sharing knowledge with others.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [e-mail].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.