Tax Associate

Corient Services; Philadelphia (Philadelphia County); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental & Vision Insurance

AD&D Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

FSA/HSA

Job summary

Corient Services is seeking a skilled tax professional to support preparation and filing across corporations, LLCs, partnerships, trusts, and individuals with a focus on cross-border reporting. You will analyze domestic and foreign financial records and project Federal/state taxes for diverse client situations.

Excellent communication, organization, and multitasking in a fast-paced team environment are essential.

Qualifications

• Minimum of 3 years' progressively expansive tax preparation and accounting experience.
• Certified Public Accountant designation preferred.
• Tax preparation experience across corporations, LLCs, partnerships, trusts and individuals.
• Experience with tax compliance and reporting related to non-US assets or non-US entities a plus.

Responsibilities

• Preparation of Federal and state tax and informational filings for corporations, LLCs, 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.

Skills

Client service

Communication skills

Organization

Multi-tasking

Education

CPA designation (preferred)

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Office

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

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