Senior Tax Associate - Private Client/High Net Worth

Corient; New York (NY); On-site; USD 103,000 - 130,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Analytical skills

Interpersonal skills

Problem solving

Written & verbal communication

3-6 years tax experience

Education

Bachelor's degree in accounting

MBA or MS in Taxation

CPA or CPA exam parts passed

Tools

Pro Systems

BNA Income Tax Planner

Microsoft Office

CCH Engagement

CCH Axcess Tax

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
• 3-6 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 New York. 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.