Tax Associate

Corient Services LLC; Philadelphia (Philadelphia County); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k) Match

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

FSAs & HSAs

Commuter Benefit

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient Services LLC is seeking a driven tax professional to prepare federal and state filings for corporations, LLCs, partnerships, trusts, and individuals. The role emphasizes cross-border reporting and proactive client communication in a sophisticated advisory setting.

Qualified candidates have 3+ years in tax preparation and accounting; CPA is preferred. Proficiency in Excel/PowerPoint and ability to work onsite 4 days a week are expected.

Qualifications

• 3 years' progressively expansive tax preparation and accounting experience.
• CPA designation preferred.
• Tax compliance and reporting experience across entities.

Responsibilities

• Prepare federal and state tax filings for various entities.
• Analyze financial records for tax filings.
• Project federal and state taxes for diverse client situations.
• Maintain communications with clients and team members.

Skills

Tax preparation

Public accounting

Cross-border tax

Communication

Education

Certified Public Accountant

Tools

MS Excel

PowerPoint

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.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• Preparation of Federal and state tax and informational filings for corporations, limited liability companies, partnerships, trusts, and individuals with a focus on cross border reporting.
• Analysis of underlying domestic and foreign financial records for use in preparation of tax filings.
• Projection of Federal and state taxes for a variety of client situations.
• Ongoing communications with clients, client advisors, team members, and supervisors as necessary to fully implement job duties and keep all parties informed on matters.

QUALIFICATIONS AND EXPERIENCE

• Minimum of 3 years’ progressively expansive tax preparation and accounting experience.
• Certified Public Accountant designation preferred.
• Tax preparation experience across a wide variety of entity types including corporations, limited liability companies, partnerships, trusts, and individuals.
• Experience with tax compliance and reporting related to non-US assets or non-US entities a plus.

SKILLS, COMPETENCIES AND BEHAVIOURS

• Client service orientation.
• Excellent organization skills.
• Excellent communications skills both in speaking and writing.
• Sense of urgency, judgment, problem solving and risk-mitigation.
• Ability to interact with a sophisticated clientele.
• Ability to multi-task in a fast-paced small team environment.
• Strong computer skills - Microsoft Office Suite, particularly Microsoft Excel and PowerPoint.
• Excellent Excel skills are a must for the position.

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

• 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

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.

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.

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.

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.

At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.