Senior Tax Manager

Corient Services; Philadelphia (Philadelphia County); Sur place; USD 120 000 - 210 000; Plein temps

Avantages offerts par ce poste

401(k) Plan with Employer Matching

Medical Plan Options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health FS

Dependent Care FSA

Commuter & Transit

Résumé du poste

Corient is seeking a highly experienced tax professional to prepare and review Federal and state filings for corporations, LLCs, partnerships, trusts, and individuals. You will analyze complex financial records, project taxes, and perform research to support advisory engagements while managing relationships with sophisticated families.

The role requires 10+ years of tax experience, CPA credential, and strong communication skills to clearly explain complex concepts to clients and colleagues.

Qualifications

• Minimum of 10 years' progressively expansive tax preparation and accounting experience.
• Certified Public Accountant designation is required.
• Tax preparation experience across corporations, partnerships, trusts, and individuals.

Responsabilités

• Preparation and review of Federal and state tax and informational filings for various entities.
• Analysis of domestic and foreign financial records for tax filings.
• Projection of Federal and state taxes for client situations.
• Conduct tax research to support advisory engagements.
• Manage client relationships with sophisticated families.

Connaissances

Client service

Communication

Attention to detail

Multi-tasking

Formation

Certified Public Accountant

Outils

Excel

PowerPoint

Microsoft Office

Description du poste

Join a team that values your ambition and empowers your growthAt 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