Senior Tax Associate

Corient Services LLC; San Diego (CA); On-site; USD 103,000 - 130,000; Full time

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

FSA/HSA

Commuter & Transit FSA

Perkspot

Job summary

Corient Services LLC, based in California, is seeking a tax professional to support fiduciary and individual tax work for high-net-worth clients within a family office framework.

You will contribute to planning, research, and delivery of comprehensive tax services, with emphasis on fiduciary, gift, pass-through, and not-for-profit compliance. Collaborative team environment and ongoing learning are core values.

Qualifications

• Bachelor’s degree in accounting with 4-6 years of related tax or family office experience.
• Experience with pass-through, gift tax, not-for-profit taxation.
• Strong interpersonal, analytical and communication skills.

Responsibilities

• Provide timely responses to client needs and maintain client satisfaction.
• Prepare and self-review work products for client delivery.
• Research complex tax issues and contribute to income tax planning services.
• Work in a small team to deliver integrated family office services.

Skills

Tax experience

Fiduciary tax knowledge

Not-for-profit tax

Pass-through taxation

Gift tax

Interpersonal skills

Analytical problem-solving

Communication skills

Pro Systems

BNA Income Tax Planner

CCH Engagement

CCH Axcess Tax

Microsoft Office

Education

Bachelor’s degree in accounting

MBA or MS in Taxation

CPA certification 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.

Pay Information

This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $103,000 - $130,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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.