Senior Tax Administrator

CI Financial; 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

Dental, Vision & Life Insurance

Disability Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Commuter & Transit FSA

Professional Development

Job summary

Corient seeks a Tax Senior Associate to review federal and state tax returns for individuals, trusts, foundations and flow-through entities, and to support tax planning, consulting and research. This exempt position is based in Florida and pays between $76,000 and $114,000 per year.

A CPA license (or active pursuit) and 3–5 years of tax preparation experience are preferred. Corient offers a comprehensive benefits package including a 401(k) match, medical, dental, vision, life and disability

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.
• Superior problem-solving abilities as well as good decision-making skills.
• Strong analytical and deductive reasoning skills.
• Detail oriented.
• Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
• Ability to provide exceptional client service and exhibits a sense a of urgency to complete work in a timely and accurate manner
• BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation or Accountancy preferred
• Active CPA licensed or seeking CPA license preferred
• 3 to 5 years of prior work experience as a tax preparer and reviewer or in a related field (e.g. accounting). Big Four experience preferred.
• Experience training staff/associates on the tax compliance and preparation process

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

Tax planning

Analytical skills

Communication skills

Time management

Education

BA/BS in Accounting

Master’s in Taxation or Accountancy

CPA licensed or pursuing CPA

Tools

MS Word

Excel

Outlook

CCH Axcess

Job description

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.

Essential Duties

• 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.

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.
• Superior problem-solving abilities as well as good decision-making skills.
• Strong analytical and deductive reasoning skills.
• Detail oriented.
• Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
• Ability to provide exceptional client service and exhibits a sense a of urgency to complete work in a timely and accurate manner
• BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation or Accountancy preferred
• Active CPA licensed or seeking CPA license preferred
• 3 to 5 years of prior work experience as a tax preparer and reviewer or in a related field (e.g. accounting). Big Four experience preferred.
• Experience training staff/associates on the tax compliance and preparation process

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.Additionalduties and responsibilities may be assignedwith or without notice.

Pay Information

This position isexempt and is paid according to the laws of the State of Florida. The pay range for this position is$76,000 - $114,000 USD per year.Weare required toprovide a reasonable estimate of the compensation range for this role. This rangetakes into accountthe wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typicalfor an individual to be offered a salary at or near the top of the range for a position. Salary offers aredeterminedbased on final candidate qualifications and experience.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• 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. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• 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.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts& Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

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.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.