Senior Tax Associate: Private Client & Family Office

Corient; New York (NY); Presencial; USD 103.000 - 130.000; Jornada completa

Descripción de la vacante

Corient, the world’s largest multi-family office, seeks a tax professional to support high-net-worth clients in New York. You will contribute to client satisfaction, prepare and review tax work products, and assist in complex tax research within a small, collaborative team.

The role emphasizes individual and fiduciary tax experience, with CPA or advanced taxation credentials preferred and proficiency in tax software. This position is based in New York and pays according to NY statutes.

Formación

• Bachelor's degree in accounting or equivalent required.
• 3–6 years of tax or family office experience, with emphasis on individual and fiduciary work.
• CPA or CPA exam parts preferred; MBA/MS in Taxation a plus.
• Proficiency with Pro Systems, BNA IT Planner, and Microsoft Office.
• Strong communication, analytical and problem-solving abilities.

Responsabilidades

• Contributing to client satisfaction by timely responses to client needs and concerns.
• Preparing and self-reviewing work products for client delivery with focus on high-net-worth tax issues.
• Preparing work papers and converting data to a reviewable product.
• Assisting in researching complex tax issues and providing quality income tax planning.
• Collaborating in a small team to deliver integrated family office services.
• Aiding in preparing time-sensitive client requests and planning opportunities.
• Sharing knowledge to develop professionally and support a collaborative culture.

Conocimientos

Analytical skills

Interpersonal skills

Problem solving

Written & verbal communication

3-6 years tax experience

Educación

Bachelor's degree in accounting

MBA or MS in Taxation

CPA or CPA exam parts passed

Herramientas

Pro Systems

BNA Income Tax Planner

Microsoft Office

CCH Engagement

CCH Axcess Tax

Descripción del empleo

Corient, the world’s largest multi-family office, seeks a tax professional to support high-net-worth clients in New York. You will contribute to client satisfaction, prepare and review tax work products, and assist in complex tax research within a small, collaborative team.

The role emphasizes individual and fiduciary tax experience, with CPA or advanced taxation credentials preferred and proficiency in tax software. This position is based in New York and pays according to NY statutes.