Senior Tax & Wealth Planning Associate (Family Office)

Corient Private Wealth LLC.; New York (NY); On-site; USD 103,000 - 130,000; Full time

Benefits offered by this job

401(k) Plan with employer match

Multiple medical plan options

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

Job summary

Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You will prepare and review tax workpapers, assist in research, and collaborate with a small team to deliver integrated family office services.

The role emphasizes attention to detail, strong communication, and the ability to handle time-sensitive client requests while continuing professional development.

Qualifications

• Bachelor’s degree in accounting.
• 4–6 years of related work experience in a tax or family office practice; emphasis on individual and fiduciary experience.
• MBA/MS in Taxation a plus.
• CPA or CPA exam parts preferred.
• Pro Systems, BNA Income Tax Planner, CCH Axcess Tax familiarity.

Responsibilities

• Contributing to client satisfaction by providing timely responses to client needs and concerns.
• Preparing and self-reviewing work products for completeness and accuracy for client delivery.
• Researching complex tax issues and developing practical income tax planning services.
• Working in a small team delivering integrated family office services.
• Preparing time-sensitive client requests and planning opportunities.
• Sharing knowledge to develop professionally and enhance service delivery.

Skills

Tax research

Client relations

Analytical skills

Written communication

Education

Bachelor’s degree in accounting

CPA or CPA exam parts passed

MBA or MS in Taxation a plus

Tools

Pro Systems

BNA Income Tax Planner

CCH Engagement

CCH Axcess Tax

Microsoft Office

Job description

Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You will prepare and review tax workpapers, assist in research, and collaborate with a small team to deliver integrated family office services.

The role emphasizes attention to detail, strong communication, and the ability to handle time-sensitive client requests while continuing professional development.