Senior Tax Advisor – UHNW & Cross-Border

Corient Services LLC; Philadelphia (Philadelphia County); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental Insurance

Vision Insurance

Life Insurance

Short/Long-term Disability

Paid Maternity & Parental Leave

FSA / HSA

Job summary

Corient Services LLC, a leading wealth advisory firm, seeks a CPA with cross-border tax experience to prepare tax filings for corporations, LLCs, partnerships, trusts and individuals. The role emphasizes client service, sophisticated clientele, and collaboration within a small team.

Requirements include 4+ years of tax preparation experience, CPA designation, and excellent Excel/Office skills. This onsite role involves working 4 days per week in a fast-paced environment.

Qualifications

• CPA designation required.
• Experience with tax compliance and reporting for multiple entity types (corporations, LLCs, partnerships, trusts, individuals).
• Excellent client service orientation and communication skills.

Responsibilities

• Prepare federal and state tax and informational filings for a variety of client structures.
• Analyze domestic and foreign financial records for tax filings.
• Project federal and state taxes for various client scenarios.
• Maintain ongoing client communications to keep all parties informed.

Skills

Client relationship management

Excellent communication

Organizational skills

Multitasking

Problem solving

Risk mitigation

Interaction with sophisticated clients

Education

CPA designation

Tools

Microsoft Excel

PowerPoint

Job description

Corient Services LLC, a leading wealth advisory firm, seeks a CPA with cross-border tax experience to prepare tax filings for corporations, LLCs, partnerships, trusts and individuals. The role emphasizes client service, sophisticated clientele, and collaboration within a small team.

Requirements include 4+ years of tax preparation experience, CPA designation, and excellent Excel/Office skills. This onsite role involves working 4 days per week in a fast-paced environment.