Senior Tax Associate

Corient Services

Houston (TX)

On-site

USD 85,000 - 110,000

Full time

8 days ago

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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

Flexible Spending Accounts

Job summary

Corient is hiring a Senior Tax professional in Houston to support high‑net‑worth families with fiduciary tax, planning, and compliance. You will prepare deliverables, review work products, and collaborate with a small team to provide integrated family office services.

The role emphasizes strong client communication, detailed analysis, and staying current with tax regulations. Onsite work four days a week is required, with an emphasis on professional development and client service excellence.

Qualifications

Bachelor's degree in accounting is required.
4–6 years of related tax or family office experience; emphasis on individual and fiduciary experience.
CPA or CPA exam parts preferred; knowledge of compliance tech tools is a plus.

Responsibilities

Respond to client needs and concerns to strengthen long-term relationships.
Prepare and self-review work products for client delivery, focusing on fiduciary tax, not-for-profit compliance, and entity tax filings.
Prepare work papers and data for review and client use; conduct research on complex tax issues as part of a small team.

Skills

Interpersonal skills

Analytical skills

Communication skills

Problem-solving

Pro Systems

BNA Income Tax Planner

MS Office

Education

Bachelor's degree in accounting

MBA or MS in Taxation (plus)

CPA (preferred)

Tools

Pro Systems

BNA Income Tax Planner

CCH Engagement

CCH Axcess Tax

Microsoft Office

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.

Responsibilities

Contributing to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients.
Preparing and self-reviewing work products for completeness and accuracy and preparing them for client delivery. Work product focus will include a concentration on high-net-worth individuals, fiduciary tax, not for profit compliance and entity tax filings.
Preparing work papers based on professional standards. Processing data and converting it to a reviewable product.
Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services. Working within a small team environment to deliver integrated family office services to clients.
Aiding in the preparation of various time-sensitive client requests and planning opportunities.
Facilitating communications and providing ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commitment to continuing education.
Contributing to a flexible, stable, and team-oriented working culture that fosters professional development.

Qualifications & Requirements

Bachelor's degree in accounting
4-6 years of related work experience in a tax or family office practice; an emphasis on individual and fiduciary experience is critical; and other competencies including pass through, gift tax or not for profit
A commitment to learning and developing in an exacting tax environment within a growth business
Excellent interpersonal, analytical, and problem-solving abilities.
Strong written and verbal communication skills.
Proficiency in compliance technology applications including Pro Systems, BNA Income Tax planner and Microsoft products.
MBA or MS in Taxation a plus
CPA or CPA exam parts passed preferred
Knowledge of CCH Engagement a plus
CCH Axcess Tax and BNA Income Tax Planner

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.

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