Strategic Tax Director for UHNW Estate Planning

Corient; Shaker Heights (OH); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

Flexible Spending Accounts

Job summary

Corient is seeking an experienced tax professional to lead complex tax compliance and advisory services for high-net-worth individuals and families. You will collaborate with wealth advisors and planners to deliver integrated tax strategies, planning and estate considerations.

The role requires a JD or MS in Tax, CPA/EA or bar license, and 10+ years in public accounting, with a willingness to work extended hours to meet client deliverables. Onsite four days a week in the United States.

Qualifications

• BA/BS in Accounting, JD or MS in Tax required
• Active CPA/EA or state bar license required
• 10+ years progressive experience in public accounting required
• Extensive experience in Tax Advisory and Gift/Estate/Trust planning for high-net-worth individuals
• Ability to establish and maintain strong client relationships
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications required
• Experience with reviewing tax returns (individual, fiduciary, gift)
• Experience with tax research software and memo writing
• Flexible to work additional hours as needed to meet client deliverables

Responsibilities

• Provide high quality tax compliance services for individuals, trusts, estates, gifts, foundations and businesses
• Develop and implement tax planning strategies aligned with client goals
• Review and analyze tax returns and related documents
• Handle federal and state tax notices and audits
• Research federal, state, and international tax laws and prepare memorandums
• Proactive in staying current on tax legislation and reform
• Manage client accounts and relationships within tax advisory scope
• Serve as a resource for clients’ advisory teams including wealth advisors and planners
• Conduct internal business development and marketing activities
• Provide internal training on tax topics and manage group workload

Skills

Client relationship management

Verbal and written communication

Ability to work extended hours to meet

Attention to detail

Team collaboration across advisory

Education

BA/BS in Accounting

JD or MS in Tax

Active CPA/EA or state bar license

Tools

Microsoft Office

CCH Axcess Tax

Bloomberg Tax Planner

Job description

Corient is seeking an experienced tax professional to lead complex tax compliance and advisory services for high-net-worth individuals and families. You will collaborate with wealth advisors and planners to deliver integrated tax strategies, planning and estate considerations.

The role requires a JD or MS in Tax, CPA/EA or bar license, and 10+ years in public accounting, with a willingness to work extended hours to meet client deliverables. Onsite four days a week in the United States.