Tax Associate — High-Net-Worth Wealth Planning

Corient Private Wealth LLC.; New York (NY); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

401(k) with matching

Medical plan

Dental & Vision

Short-term & Long-term Disability

Parental Leave

Job summary

Corient Private Wealth LLC is seeking a Tax Associate to join the Tax Practice serving high-net-worth individuals and families. You will prepare tax returns for individuals, trusts, estates, and businesses, and support planning and compliance efforts.

The role requires solid knowledge of tax laws, proficiency with tax software, and strong analytical and communication skills. On-site required in New York four days a week; CPA path encouraged.

Qualifications

• Bachelor's degree in Accounting required; Master’s in Taxation preferred.
• Active CPA license or pursuing CPA preferred.
• 1–3 years of tax experience, Big 4 experience preferred.
• Experience with individual, trust, estate and business returns.
• Proficient in MS Word, Excel, Outlook and tax software (e.g., CCH Axcess).

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 planning and compliance.
• Stay current on new tax legislation and reforms.
• Assist with Federal and State tax notices.
• Maintain organized tax files with supporting documents.
• Input financial records into tax return software.

Skills

Tax preparation

Tax research

Analytical skills

Attention to detail

Communication

Education

BA/BS in Accounting

Master’s in Taxation

CPA preferred

Tools

MS Word

Excel

Outlook

CCH Axcess

Job description

Corient Private Wealth LLC is seeking a Tax Associate to join the Tax Practice serving high-net-worth individuals and families. You will prepare tax returns for individuals, trusts, estates, and businesses, and support planning and compliance efforts.

The role requires solid knowledge of tax laws, proficiency with tax software, and strong analytical and communication skills. On-site required in New York four days a week; CPA path encouraged.