Tax Associate

Corient Services; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plans

Dental/Vision Insurance

Disability Insurance

Parental Leave

HSAs/FSAs

Commuter Benefits

Perkspot Discount

Training Reimbursement

Job summary

Corient is seeking a tax professional to prepare individual, trust, estate, and business tax returns, ensuring accuracy and timeliness. You will review documents, conduct tax research, and stay current on tax legislation while supporting planning and compliance efforts.

Qualifications include CPA-preferred credentials, a degree in accounting, and experience with tax software. This onsite role emphasizes client service, organization, and adherence to deadlines.

Qualifications

• BA/BS in Accounting or related field required; CPA preferred.
• Experience preparing individual, trust, and business tax returns.
• Proficient with MS Word, Excel, Outlook and tax software (e.g., CCH Axcess).
• Strong communication, analytical, and time-management skills.

Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns timely.
• Review source documents and OCR data for accuracy.
• Conduct tax research to support planning and compliance.
• Stay current on new tax legislation and tax reform.
• Assist with Federal and State tax notices and maintain tax files.

Skills

Taxation knowledge

Tax return prep

Communication skills

Analytical reasoning

Detail oriented

Time management

Education

BA/BS in Accounting

CPA licensure preferred

Tools

MS Word

Excel

Outlook

CCH Axcess

Job description

Join a team that values your ambition and empowers your growth

At 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.

Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis.
• Review tax source documents and data pushed through OCR for accuracy.
• Conduct tax research to support tax planning and compliance efforts.
• Be proactive and stay current on new tax legislation and tax reform.
• Assist with handling Federal and State Tax notices.
• Maintain detailed and organized tax files, including documenting all relevant information and supporting documents for tax returns.
• Collect and input relevant financial records into tax return software or databases.
• Analyze tax data submitted by clients to maximize the outcome to the client.
• Support the tax planning process for clients and members of the Tax team.

Qualifications

• Solid accounting and knowledge of tax laws and regulations in general.
• Experience in preparing individual, trust and business tax returns.
• Proficient in MS Word, Excel, Outlook and tax applications (e.g. CCH Axcess).
• Ability to work in a fast-paced and dynamic environment.
• Effective written and verbal communication and interpersonal skills.
• Superior problem-solving abilities as well as good decision-making skills.
• Strong analytical and deductive reasoning skills.
• Detail oriented.
• Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
• Ability to provide exceptional client service and exhibits a sense a of urgency to complete work in a timely and accurate manner
• BA/BS degree in Accounting from an accredited college/university required; Master's in Taxation or Accountancy preferred
• Active CPA licensed or seeking CPA license preferred
• 1 to 3 years of prior work experience as a tax preparer preferred, but not required (Big 4 Experience Preferred)

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

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 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 FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Pa