Senior Tax Strategist for UHNW & Cross-Border Clients

Corient Services LLC; Philadelphia (Philadelphia County); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

401k match

Medical plans

Dental & Vision

Disability insurance

Parental leave

HSA/FSAs

Commuter benefits

PerkSpot discounts

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient Services LLC is seeking a seasoned tax professional to prepare and review federal/state filings for diverse entities, with a focus on cross-border reporting. You will analyze financial records and project taxes for a range of client situations, while conducting tax research to support advisory engagements.

Role emphasizes strong communication with complex families, timely resolution of notices, and ongoing collaboration with clients and teammates in a fast-paced, high-expectation

Qualifications

• 10 years’ progressively expansive tax preparation and accounting experience.
• CPA.
• 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, LLCs, 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.

Responsibilities

• Preparation and review of Federal and state tax filings for corporations, LLCs, partnerships, trusts, and individuals with cross-border focus.
• Analysis of underlying domestic and foreign financial records for use in tax filings.
• Projection of Federal and state taxes for varied 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 to fully implement duties.

Skills

Client service

Organization

Communication

Urgency & judgment

Client interaction

Multitasking

MS Office

Excel

Education

CPA

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Corient Services LLC is seeking a seasoned tax professional to prepare and review federal/state filings for diverse entities, with a focus on cross-border reporting. You will analyze financial records and project taxes for a range of client situations, while conducting tax research to support advisory engagements.

Role emphasizes strong communication with complex families, timely resolution of notices, and ongoing collaboration with clients and teammates in a fast-paced, high-expectation