Senior Tax Associate

Corient Services LLC

New York (NY)

On-site

USD 103,000 - 130,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

401(k) Plan with Employer Matching

Four Medical Plan options

Employer paid Dental, Vision & Life &

Employer paid Short-term & Long-term D

Job summary

Corient Services LLC in New York seeks a tax professional with 4–6 years of experience in tax or family office practice, emphasis on individual and fiduciary matters. A Bachelor's in accounting is required, with CPA or MS in Taxation considered a plus. Proficiency in tax software is valued.

You will prepare and review work papers, support client requests, and help deliver integrated services to high-net-worth individuals and not-for-profit clients. Onsite four days per week.

Qualifications

Bachelor's degree in accounting is required.
4–6 years of related work experience in a tax or family office practice; emphasis on individual and fiduciary experience is critical; and other competencies including pass-through, gift tax or not-for-profit experience.
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.

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.
Maintaining a personal commitment to continuing education.
Contributing to a flexible, stable, and team-oriented working culture that fosters professional development.

Skills

Interpersonal skills

Analytical skills

Problem-solving

Written communication

Verbal communication

Education

Bachelor's degree in accounting

MBA or MS in Taxation (plus)

CPA or CPA exam parts passed (preferred)

Tools

Pro Systems

BNA Income Tax Planner

Microsoft Office

CCH Engagement

CCH Axcess Tax

Job description

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.
Maintaining 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 experience.
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 is a plus; CPA or CPA exam parts passed preferred.
Knowledge of CCH Engagement, CCH Axcess Tax and BNA Income Tax Planner is an asset.

Pay Information

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $103,000 – $130,000 USD per year.

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. Must 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, and must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

Equal Employment Opportunity Statement

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

Benefits