Senior Tax Associate - Private Client/High Net Worth

Corient; Miami (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Corient in Miami offers a wealth management-focused role for a tax professional with 2–6 years of experience. You will work on fiduciary tax planning, not-for-profit compliance, and complex tax issues within a collaborative family-office setting.

Qualifications include a bachelor’s in accounting, CPA preferred, and proficiency with tax software like Pro Systems, BNA, and CCH tools; MBA/MS is a plus. Excellent communication skills are essential.

Qualifications

• Bachelor’s degree in accounting is required.
• 2–6 years of tax or family office experience, with emphasis on individual and fiduciary tax.
• CPA or CPA exam parts passed preferred; MBA/MS is a plus.
• Strong written and verbal communication and problem-solving skills.

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.

Skills

Interpersonal skills

Analytical thinking

Problem solving

Communication skills

Education

Bachelor's degree in accounting

MBA or MS in Taxation a plus

CPA or CPA exam parts passed preferred

Tools

Pro Systems

BNA Income Tax Planner

CCH Engagement

CCH Axcess Tax

Microsoft Office

Job description

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.

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
• 2-6 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