Senior Tax Associate - Private Client & UHNW Wealth

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 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.