Senior Tax Manager, UHNW & Cross-Border Wealth

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

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.