Senior Tax Advisor – Family Office & Wealth Planning

Corient Services LLC; San Diego (CA); On-site; USD 103,000 - 130,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

FSA/HSA

Commuter & Transit FSA

Perkspot

Job summary

Corient Services LLC, based in California, is seeking a tax professional to support fiduciary and individual tax work for high-net-worth clients within a family office framework.

You will contribute to planning, research, and delivery of comprehensive tax services, with emphasis on fiduciary, gift, pass-through, and not-for-profit compliance. Collaborative team environment and ongoing learning are core values.

Qualifications

• Bachelor’s degree in accounting with 4-6 years of related tax or family office experience.
• Experience with pass-through, gift tax, not-for-profit taxation.
• Strong interpersonal, analytical and communication skills.

Responsibilities

• Provide timely responses to client needs and maintain client satisfaction.
• Prepare and self-review work products for client delivery.
• Research complex tax issues and contribute to income tax planning services.
• Work in a small team to deliver integrated family office services.

Skills

Tax experience

Fiduciary tax knowledge

Not-for-profit tax

Pass-through taxation

Gift tax

Interpersonal skills

Analytical problem-solving

Communication skills

Pro Systems

BNA Income Tax Planner

CCH Engagement

CCH Axcess Tax

Microsoft Office

Education

Bachelor’s degree in accounting

MBA or MS in Taxation

CPA certification preferred

Tools

Pro Systems

BNA Income Tax Planner

CCH Engagement

CCH Axcess Tax

Microsoft Office

Job description

Corient Services LLC, based in California, is seeking a tax professional to support fiduciary and individual tax work for high-net-worth clients within a family office framework.

You will contribute to planning, research, and delivery of comprehensive tax services, with emphasis on fiduciary, gift, pass-through, and not-for-profit compliance. Collaborative team environment and ongoing learning are core values.