Tax Associate

Corient; Miami (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) Plan

Medical Insurance

Dental & Vision

Life Insurance

Disability Insurance

Parental Leave

FSAs/HSAs

Commuter Benefits

Training Reimbursement

Professional Designations

Job summary

Corient in Miami, FL seeks a Tax Associate to prepare individual, trust, estate and business tax returns and to support planning and compliance efforts. You will review documents, perform tax research, and assist with notices while maintaining thorough tax files.

Onsite four days a week, with strong growth opportunities in a trusted multi-family office setting. The role requires CPA consideration, 1–3 years of experience, and a degree in accounting, with preference for advanced taxation

Qualifications

• Experience in preparing individual, trust and business tax returns.
• Ability to stay current on tax laws and regulations.

Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis.
• Review tax source documents and data for accuracy.
• Conduct tax research to support planning and compliance efforts.
• Assist with handling Federal and State tax notices.
• Maintain organized tax files and supporting documents.

Skills

Tax preparation

Tax research

Attention to detail

Communication

Time management

Education

BA/BS in Accounting

Master’s in Taxation or Accountancy

Tools

CCH Axcess

Job description

Tax Associate### Tax AssociateApply: US-FL-Miami-830 Brickell-4800: Full time: Posted Yesterday: JR6604**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) *This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.***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* Paid Professional Designations* Giving back to the community - Volunteer days Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.