Tax Associate

Corient; Miami (FL); On-site; USD 79,000 - 115,000; Full time

Benefits offered by this job

401(k) plan with employer matching

Medical plan options

Dental, vision and life insurance

Disability coverage

Paid maternity & parental leave

FSAs & HSA

Commuter & Transit FSA

Training reimbursement

Job summary

Corient seeks a dedicated Tax Associate to join the Tax Practice, serving high-net-worth individuals, trusts, estates and foundations. You will prepare diverse tax returns, review source documents, and conduct tax research to support planning and compliance efforts.

The role requires a BA/BS in Accounting with 1–3 years of tax experience; CPA status is preferred. Office-based work is expected in a team focused on accuracy, deadlines, and exceptional client service.

Qualifications

• BA/BS in Accounting required; Master’s in Taxation or Accountancy preferred.
• Active CPA license or pursuing CPA is preferred.
• 1–3 years of prior tax preparer experience beneficial.
• Experience in preparing individual, trust and business tax returns.
• Strong knowledge of tax laws, accuracy and deadlines.

Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns on time.
• Review source documents and data for accuracy and completeness.
• Conduct tax research to support planning and compliance efforts.
• Stay current on new tax legislation and tax reform.
• Input financial records into tax software and analyze data for clients.

Skills

Tax preparation

Tax research

Financial analysis

Attention to detail

Communication

Education

BA/BS in Accounting

Master's in Taxation or Accountancy 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.

Location:

New York, NY, Miami FL, or Atlanta, GA

Overview

Corient is currently seeking a dedicated and detail-oriented Tax Associate to join the Corient Tax Practice, which provides Tax Planning and Compliance Services to sophisticated high-net-worth and ultra-high-net-worth individuals and families, trusts, estates and private foundations.

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.

Pay Information

This position is exempt and is paid according to the laws of the State of New York, Florida, or Georgia, depending on the final position location. The pay range for this position is $79,000

- $115,000. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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

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.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.