Tax Associate

Corient Private Wealth LLC.; New York (NY); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

401(k) with matching

Medical plan

Dental & Vision

Short-term & Long-term Disability

Parental Leave

Job summary

Corient Private Wealth LLC is seeking a Tax Associate to join the Tax Practice serving high-net-worth individuals and families. You will prepare tax returns for individuals, trusts, estates, and businesses, and support planning and compliance efforts.

The role requires solid knowledge of tax laws, proficiency with tax software, and strong analytical and communication skills. On-site required in New York four days a week; CPA path encouraged.

Qualifications

• Bachelor's degree in Accounting required; Master’s in Taxation preferred.
• Active CPA license or pursuing CPA preferred.
• 1–3 years of tax experience, Big 4 experience preferred.
• Experience with individual, trust, estate and business returns.
• Proficient in MS Word, Excel, Outlook and tax software (e.g., CCH Axcess).

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 planning and compliance.
• Stay current on new tax legislation and reforms.
• Assist with Federal and State tax notices.
• Maintain organized tax files with supporting documents.
• Input financial records into tax return software.

Skills

Tax preparation

Tax research

Analytical skills

Attention to detail

Communication

Education

BA/BS in Accounting

Master’s in Taxation

CPA preferred

Tools

MS Word

Excel

Outlook

CCH Axcess

Job description

## Tax AssociateApplylocations: US-NY-Midtown-101 Park Ave-3100time type: Full timeposted on: Posted 2 Days Agojob requisition id: JR5555**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## **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.***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 daysCorient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.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.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.