Tax Associate for UHNW Wealth & Cross-Border Tax

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

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.