Senior Tax Advisor for High-Net-Worth Estates

CI Financial; Miami (FL); Presencial; USD 76 000 - 114 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

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

Resumo da oferta

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

Qualificações

• 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

Responsabilidades

• 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.

Conhecimentos

Tax expertise

Tax planning

Analytical skills

Communication skills

Time management

Formação académica

BA/BS in Accounting

Master’s in Taxation or Accountancy

CPA licensed or pursuing CPA

Ferramentas

MS Word

Excel

Outlook

CCH Axcess

Descrição da oferta de emprego

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