Senior Tax Associate

Corient Services; San Diego (CA); Sur place; USD 103 000 - 130 000; Plein temps

Résumé du poste

Corient is seeking a tax professional to join our team serving high-net-worth families in California. You will prepare and review tax work papers, assist with planning opportunities, and deliver integrated family office services with a small team.

This exempt position pays $103,000–$130,000 annually and requires 4–6 years of tax or fiduciary experience, a bachelor’s in accounting, and CPA or CPA parts preferred; on-site four days a week; MBA or MS in Taxation a plus.

Qualifications

• Bachelor's degree in accounting.
• 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
• 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

Responsabilités

• 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.

Connaissances

Interpersonal skills

Analytical thinking

Problem solving

Written and verbal communication

Formation

Bachelor's in accounting

MBA or MS in Taxation

CPA or CPA exam parts passed

Outils

Pro Systems

BNA Income Tax Planner

Microsoft Office

CCH Engagement

CCH Axcess Tax

Description du poste

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 certification, 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 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