Tax Associate

Corient Services LLC; New York (NY); On-site; USD 79,000 - 104,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generous medical plan options

Employer-paid dental and vision insurance

Paid maternity and parental leave

Volunteer days for community service

Job summary

Corient Services LLC in New York is looking for a tax preparer to join their team. The ideal candidate will be responsible for preparing individual and business tax returns, conducting tax research, and maintaining organized tax files while ensuring compliance with tax laws. The position requires a solid accounting foundation and proficiency in relevant software.

With a focus on client service, the candidate should have strong analytical skills and attention to detail. This role offers a competitive salary range of $79,000 - $104,000 per year and generous benefits including 401(k) matching and medical insurance options.

Qualifications

• 1 to 3 years of experience as a tax preparer preferred.
• Ability to work in a fast-paced environment.
• Problem-solving and decision-making skills.

Responsibilities

• Prepare individual, trust, estate, gift, and business tax returns.
• Conduct tax research for planning and compliance.
• Assist with handling Federal and State Tax notices.

Skills

Solid accounting knowledge

Experience in tax returns preparation

Proficient in MS Office and tax applications

Effective communication skills

Strong analytical skills

Detail oriented

Organizational skills

Client service orientation

Education

BA/BS degree in Accounting

Master's in Taxation or Accountancy preferred

Active CPA license preferred

Tools

CCH Axcess

MS Word

MS Excel

MS Outlook

Job description

Job Summary

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.

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 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)

Compensation

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $79,000 - $104,000 USD per year. We provide a reasonable estimate of the compensation range for this role, taking into account experience, skills, education, licensure, certifications, and other business needs. 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. It may require the ability to lift up to 15 pounds. The position is required to work onsite 4 days per week. Corient seeks to make reasonable accommodations for individuals with disabilities.

Eligibility Requirements

Must be 18 years of age or older and have unrestricted work authorization to work in the United States. Corient hires U.S. citizens or permanent residents. Proof of work authorization is required. The employer participates in E‑Verify and follows the federal process for Form I‑9 compliance. Candidates must be willing to execute Corient’s Employee Agreement and confidentiality obligations.

Benefits

• 401(k) Plan with Employer Matching
• Four medical plan options that are generously subsidized by Corient
• Employer‑paid dental, vision & life insurance 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 and paid professional designation support
• Volunteer days for giving back to the community

Equal Opportunity Employer Statement

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.