Senior Tax Advisor for UHNW Family Office

Corient Services LLC; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

Job summary

Corient Services LLC is seeking a tax professional with 4–6 years of experience to support high-net-worth client work, fiduciary tax matters, and nonprofit compliance. The role involves preparing work papers, researching complex issues, and delivering precise tax planning in a collaborative family office setting.

On-site four days a week in Houston, you will engage with a small team to provide tailored tax solutions, client service excellence, and ongoing professional development.

Qualifications

• Bachelor’s degree in accounting; 4–6 years of related tax or family office experience.
• An emphasis on individual and fiduciary experience is critical; knowledge of pass-through, gift tax or not-for-profit preferred.
• MBA/MS in Taxation is a plus; CPA or parts passed preferred.

Responsibilities

• Respond to client needs and inquiries to support client satisfaction and long-term relationships.
• Prepare and self-review work products for completeness and accuracy for client delivery.
• Work on high-net-worth, fiduciary tax issues and non-profit compliance and entity tax filings.
• Prepare work papers based on professional standards and convert data into reviewable products.
• Assist in researching complex tax issues and develop practical income tax planning services.
• Collaborate in a small team environment to deliver integrated family office services.

Skills

Interpersonal skills

Analytical thinking

Problem solving

Written & verbal communication

Education

Bachelor's degree in accounting

MBA or MS in Taxation (plus)

CPA (preferred)

Tools

Pro Systems

BNA Income Tax Planner

Microsoft Office

CCH Engagement

CCH Axcess Tax

Job description

Corient Services LLC is seeking a tax professional with 4–6 years of experience to support high-net-worth client work, fiduciary tax matters, and nonprofit compliance. The role involves preparing work papers, researching complex issues, and delivering precise tax planning in a collaborative family office setting.

On-site four days a week in Houston, you will engage with a small team to provide tailored tax solutions, client service excellence, and ongoing professional development.