Senior Tax Associate – UHNW & Cross‑Border

Corient Services LLC; Philadelphia (Philadelphia County); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k) Match

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

FSAs & HSAs

Commuter Benefit

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient Services LLC is seeking a driven tax professional to prepare federal and state filings for corporations, LLCs, partnerships, trusts, and individuals. The role emphasizes cross-border reporting and proactive client communication in a sophisticated advisory setting.

Qualified candidates have 3+ years in tax preparation and accounting; CPA is preferred. Proficiency in Excel/PowerPoint and ability to work onsite 4 days a week are expected.

Qualifications

• 3 years' progressively expansive tax preparation and accounting experience.
• CPA designation preferred.
• Tax compliance and reporting experience across entities.

Responsibilities

• Prepare federal and state tax filings for various entities.
• Analyze financial records for tax filings.
• Project federal and state taxes for diverse client situations.
• Maintain communications with clients and team members.

Skills

Tax preparation

Public accounting

Cross-border tax

Communication

Education

Certified Public Accountant

Tools

MS Excel

PowerPoint

Job description

Corient Services LLC is seeking a driven tax professional to prepare federal and state filings for corporations, LLCs, partnerships, trusts, and individuals. The role emphasizes cross-border reporting and proactive client communication in a sophisticated advisory setting.

Qualified candidates have 3+ years in tax preparation and accounting; CPA is preferred. Proficiency in Excel/PowerPoint and ability to work onsite 4 days a week are expected.