Tax Associate: High-Net-Worth Wealth Planning (Hybrid)

Corient; New York (NY); Hybrid; USD 83,000 - 115,000; Full time

Job summary

Corient is seeking a Tax Associate for a hybrid role in New York, NY. This full-time position focuses on accurate tax compliance and strategic planning for high-net-worth clients. You will prepare various tax returns, review source documents, and perform tax research to support client outcomes.

The role requires a BA/BS in Accounting, 1–3 years of tax experience, and proficiency with MS Word, Excel, Outlook, and CCH Axcess. A Master’s and CPA pursuing status are a plus.

Qualifications

• BA/BS in Accounting from an accredited college/university.
• 1–3 years of experience in preparing individual, trust, and business tax returns.
• Proficient in MS Word, Excel, Outlook, and CCH Axcess; strong analytical and communication skills.
• Master’s in Taxation or Accountancy preferred; active CPA license or pursuing CPA license; Big 4 experience a plus.

Responsibilities

• Prepare Tax Returns: Prepare individual, trust, estate, gift, foundation, and business tax returns accurately and 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 and stay current on new legislation.
• Manage Notices: Assist with handling Federal and State Tax notices effectively.
• Analyze Client Data: Collect, input, and analyze relevant financial records into tax software to maximize client outcomes and support tax planning.

Education

BA/BS in Accounting

CPA/license pursuit

Master’s in Taxation or Accountancy (preferred)

Tools

MS Word

Excel

Outlook

CCH Axcess

Job description

Corient is seeking a Tax Associate for a hybrid role in New York, NY. This full-time position focuses on accurate tax compliance and strategic planning for high-net-worth clients. You will prepare various tax returns, review source documents, and perform tax research to support client outcomes.

The role requires a BA/BS in Accounting, 1–3 years of tax experience, and proficiency with MS Word, Excel, Outlook, and CCH Axcess. A Master’s and CPA pursuing status are a plus.