Senior Tax Manager

Corient; Philadelphia (Philadelphia County); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan Options

Dental & Vision Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Flexible Spending Accounts

Commuter/Transit FSA

Training Reimbursement

Professional Designations

Volunteer Days

Job summary

Corient is seeking a senior tax professional to join our team, overseeing preparation and review of federal and state tax filings for corporations, partnerships, trusts, and individuals. The role emphasizes cross-border reporting for sophisticated families, client relationship management, and proactive tax advisory support.

Qualified candidates will have a CPA and 10+ years of progressive tax experience across multiple entity types.

Qualifications

• CPA qualification with 10+ years of tax preparation and accounting experience.
• Tax preparation across entities including corporations, LLCs, partnerships, trusts and individuals.
• Experience with non-US assets or entities is a plus.
• Ability to clearly communicate complex tax concepts to clients and colleagues.

Responsibilities

• Prepare and review Federal and state tax and informational filings for entities and individuals with cross-border reporting.
• Analyze domestic and foreign financial records for tax filings.
• Project Federal and state taxes for diverse client situations.
• Perform tax research to support advisory engagements.
• Manage client relationships for complex families.
• Respond to and resolve federal/state tax notices.
• Maintain ongoing communications with clients, advisors, team members, and supervisors.

Skills

Client service orientation

Organizational skills

Communication skills

Sense of urgency

Interact with sophisticated clientele

Multitask in fast-paced team

MS Excel & PowerPoint

Education

CPA – Certified Public Accountant

Tools

Microsoft Office Suite

Excel

PowerPoint

Job description

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Principal Elements And Accountabilities

• Preparation and review of Federal and state tax and informational filings for corporations, limited liability companies, partnerships, trusts, and individuals with a focus on cross-border reporting.
• Analysis of underlying domestic and foreign financial records for use in preparation of tax filings.
• Projection of Federal and state taxes for a variety of client situations.
• Performance of tax research to support tax advisory engagements.
• Client relationship management for complex families.
• Respond and resolve Federal and state tax notice issues.
• Ongoing communications with clients, client advisors, team members, and supervisors as necessary to fully implement job duties and keep all parties informed on matters.

Qualifications And Experience

• Minimum of 10 years’ progressively expansive tax preparation and accounting experience.
• Certified Public Accountant.
• Demonstrated tax review responsibilities, managing multiple tax filings for complex family/related groups.
• Tax preparation experience across a wide variety of entity types including corporations, limited liability companies, partnerships, trusts, and individuals.
• Experience with tax compliance and reporting related to non-US assets or non-US entities a plus.
• Tax research experience.
• Ability to communicate complex tax concepts clearly both verbally and in writing to clients and colleagues.

Skills, Competencies And Behaviours

• Client service orientation.
• Excellent organization skills.
• Excellent communications skills both in speaking and writing.
• Sense of urgency, judgment, problem solving and risk-mitigation.
• Ability to interact with a sophisticated clientele.
• Ability to multi-task in a fast-paced small team environment.
• Strong computer skills - Microsoft Office Suite, particularly Microsoft Excel and PowerPoint. Excellent Excel skills are necessary for the position.

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.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect From Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

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 foster 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.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.