Senior Tax Associate

Corient; Shaker Heights (OH); On-site; USD 86,800 - 108,500; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Volunteer days for community service

Job summary

A wealth management firm based in Shaker Heights, OH is seeking a Senior Tax Associate to manage tax compliance for high-net-worth individuals and families. The ideal candidate has 4-6 years of tax experience, especially in fiduciary and individual tax. Proficiency in tax compliance software is essential. This exempt position offers a competitive salary range of $86,800 - $108,500 annually, along with excellent benefits including a 401(k) plan and health insurance.

Qualifications

• 4-6 years of related work experience in a tax or family office practice.
• Emphasis on individual and fiduciary experience is critical.
• Commitment to learning and developing in an exacting tax environment.
• Knowledge of CCH Axcess Tax and BNA Income Tax Planner a plus.

Responsibilities

• Contribute to client satisfaction by providing timely and effective responses.
• Prepare and self-review work products for completeness and accuracy.
• Assist in the research of complex tax issues.
• Aide in preparing various time-sensitive client requests.

Skills

Excellent interpersonal skills

Analytical abilities

Problem-solving abilities

Strong written and verbal communication skills

Proficiency in compliance technology applications

Education

Bachelor’s degree in accounting

MBA or MS in Taxation

CPA or CPA exam parts passed

Tools

Pro Systems

BNA Income Tax Planner

CCH Engagement

Job description

Description

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.

Location

Shaker Hights, OH

Overview

We are seeking a highly motivated, detail-oriented, and experienced Senior Tax Associate to join our team, reporting to a Tax Manager.

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 Ohio. The pay range for this position is $86,800 - $108,500 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

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 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 one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. 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.