Tax Associate — Growth, Planning & Client Impact (CPA-Ready)

Corient Services; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plans

Dental/Vision Insurance

Disability Insurance

Parental Leave

HSAs/FSAs

Commuter Benefits

Perkspot Discount

Training Reimbursement

Job summary

Corient is seeking a tax professional to prepare individual, trust, estate, and business tax returns, ensuring accuracy and timeliness. You will review documents, conduct tax research, and stay current on tax legislation while supporting planning and compliance efforts.

Qualifications include CPA-preferred credentials, a degree in accounting, and experience with tax software. This onsite role emphasizes client service, organization, and adherence to deadlines.

Qualifications

• BA/BS in Accounting or related field required; CPA preferred.
• Experience preparing individual, trust, and business tax returns.
• Proficient with MS Word, Excel, Outlook and tax software (e.g., CCH Axcess).
• Strong communication, analytical, and time-management skills.

Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns timely.
• Review source documents and OCR data for accuracy.
• Conduct tax research to support planning and compliance.
• Stay current on new tax legislation and tax reform.
• Assist with Federal and State tax notices and maintain tax files.

Skills

Taxation knowledge

Tax return prep

Communication skills

Analytical reasoning

Detail oriented

Time management

Education

BA/BS in Accounting

CPA licensure preferred

Tools

MS Word

Excel

Outlook

CCH Axcess

Job description

Corient is seeking a tax professional to prepare individual, trust, estate, and business tax returns, ensuring accuracy and timeliness. You will review documents, conduct tax research, and stay current on tax legislation while supporting planning and compliance efforts.

Qualifications include CPA-preferred credentials, a degree in accounting, and experience with tax software. This onsite role emphasizes client service, organization, and adherence to deadlines.