Elite Tax Lead for UHNW Clients - Onsite 4 Days

Corient; Miami (FL); On-site; USD 76,000 - 114,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Employer paid Dental, Vision & Life

Employer paid Short-term & Long-term

Paid Maternity & Parental Leave

Flexible Spending Accounts & HealthS

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking a Senior Tax Administrator in Miami, FL to perform detailed reviews of federal and state tax returns for individuals, trusts, foundations, and flow-through entities. The role requires monitoring tax legislation, handling notices, and supporting client teams with planning and research.

The position emphasizes strong technical tax skills for high net worth individuals, experience with tax software, and excellent communication and project-management abilities.

Qualifications

• Strong technical skills relating to high net worth individuals from an income, gift, and partnership tax perspective.
• Familiarity with estate and trust tax issues.
• Experience in reviewing individual, trust, gift, and business tax returns.
• Proficient in MS Word, Excel, Outlook and tax applications (e.g. CCH Axcess).
• Ability to work in a fast-paced and dynamic environment.
• Effective written and verbal communication and interpersonal skills.
• Strong analytical and deductive reasoning skills.
• Detail oriented with strong organizational and time management skills.

Responsibilities

• Detail review tax work papers and handle tax information data requests.
• Detail review of federal and state income tax returns for individuals, trusts, foundations and flow-through entities.
• Be proactive and stay current on new tax legislation and tax reform.
• Assist with handling Federal and State Tax notices.
• Support Corient Partners/Client Teams with tax planning, consulting, and research.
• Interface with the Corient Tax Managers/Director of Tax, Corient Partners/Client Teams and Outsourced Tax Preparers on client specific tax questions and the statuses of returns.
• Manage projects assigned by the Tax Manager/Director of Tax.
• Analyze tax data submitted by clients to maximize the outcome to the client.
• Act as a Tax Liaison for third-party tax preparers including coordinating, collecting tax information, and answering questions and open items requests.

Skills

Tax expertise high net worth

Estate/trust tax

Tax return review

Communication

Problem solving

Attention to detail

Time management

Client service

Adaptability

Team collaboration

Education

BA/BS in Accounting

CPA preferred

Big Four experience preferred

Tools

MS Word, Excel, Outlook

CCH Axcess

Job description

Corient is seeking a Senior Tax Administrator in Miami, FL to perform detailed reviews of federal and state tax returns for individuals, trusts, foundations, and flow-through entities. The role requires monitoring tax legislation, handling notices, and supporting client teams with planning and research.

The position emphasizes strong technical tax skills for high net worth individuals, experience with tax software, and excellent communication and project-management abilities.