Tax Associate - Growth Path with CPA (Onsite 4 Days)

Corient Services; New York (NY); On-site; USD 83,000 - 104,000; Full time

Job summary

Corient is seeking a tax professional to prepare individual, trust, estate, and business tax returns in New York. You will review source documents, conduct tax research, and stay current with tax legislation while handling notices and maintaining organized client files.

The ideal candidate has 1–3 years of tax return experience or Big 4 exposure, strong MS Office skills, and an accounting degree; CPA status is preferred and the role is onsite in NY.

Qualifications

• Solid accounting and knowledge of tax laws and regulations in general.

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.

Skills

Tax knowledge

Tax returns experience

MS Office & tax apps

Fast-paced environment

Communication skills

Problem solving

Analytical thinking

Detail oriented

Time management

Client service

Degree in Accounting / CPA preferred

CPA license preferred

Tax preparer experience 1-3 yrs

Education

BA/BS in Accounting

Master's in Taxation or Accountancy preferred

Tools

CCH Axcess

Job description

Corient is seeking a tax professional to prepare individual, trust, estate, and business tax returns in New York. You will review source documents, conduct tax research, and stay current with tax legislation while handling notices and maintaining organized client files.

The ideal candidate has 1–3 years of tax return experience or Big 4 exposure, strong MS Office skills, and an accounting degree; CPA status is preferred and the role is onsite in NY.