Senior Tax Associate, UHNW Private Clients

Corient; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Corient, the world’s largest multi-family office, seeks a tax professional to support high-net-worth clients. You will prepare and review tax work papers, assist in research of complex issues, and help deliver comprehensive family office services in a collaborative team.

Requirements include a Bachelor’s degree in accounting, 2–6 years in tax or fiduciary work, strong communication skills, and proficiency with Pro Systems and BNA tools. MBA/MS or CPA is a plus.

Qualifications

• Bachelor’s degree in accounting.
• 2-6 years of related work experience in a tax or family office practice; emphasis on individual and fiduciary experience.
• 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 Pro Systems, BNA Income Tax Planner and Microsoft products.
• MBA or MS in Taxation is a plus; CPA preferred.

Responsibilities

• Contributing to client satisfaction by providing timely responses and enhancing long-term relationships.
• Preparing and self-reviewing work products for client delivery with accuracy.
• Preparing work papers based on professional standards.
• Assisting in research of complex tax issues and developing practical income tax planning services.
• Working within a small team to deliver integrated family office services.

Skills

Interpersonal skills

Analytical abilities

Problem-solving abilities

Written and verbal communication

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

Job description

Corient, the world’s largest multi-family office, seeks a tax professional to support high-net-worth clients. You will prepare and review tax work papers, assist in research of complex issues, and help deliver comprehensive family office services in a collaborative team.

Requirements include a Bachelor’s degree in accounting, 2–6 years in tax or fiduciary work, strong communication skills, and proficiency with Pro Systems and BNA tools. MBA/MS or CPA is a plus.