Senior Tax Associate

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

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.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• Preparation of Federal and state tax and informational filings for corporations, limited liability companies, partnerships, trusts, and individuals with a focus on cross border reporting.
• Analysis of underlying domestic and foreign financial records for use in preparation of tax filings.
• Projection of Federal and state taxes for a variety of client situations.
• Ongoing communications with clients, client advisors, team members, and supervisors as necessary to fully implement job duties and keep all parties informed on matters.

QUALIFICATIONS AND EXPERIENCE

• Minimum of 4 years’ progressively expansive tax preparation and accounting experience.
• Demonstrated tax review responsibilities.
• Demonstrated client relationship management experience.
• Certified Public Accountant designation.
• Tax preparation experience across a wide variety of entity types including corporations, limited liability companies, partnerships, trusts, and individuals.
• Experience with tax compliance and reporting related to non-US assets or non-US entities a plus.
• Client service orientation.
• Excellent organization skills.
• Excellent communications skills both in speaking and writing.
• Sense of urgency, judgment, problem solving and risk-mitigation.
• Ability to interact with a sophisticated clientele.
• Ability to multi-task in a fast-paced small team environment.
• Microsoft Office Suite, particularly Microsoft Excel and PowerPoint.
• Excellent Excel skills are necessary for the position.

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

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. 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.

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.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses. At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.