Tax Associate - UHNW Wealth & Compliance

Corient; Miami (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) Plan

Medical Insurance

Dental & Vision

Life Insurance

Disability Insurance

Parental Leave

FSAs/HSAs

Commuter Benefits

Training Reimbursement

Professional Designations

Job summary

Corient in Miami, FL seeks a Tax Associate to prepare individual, trust, estate and business tax returns and to support planning and compliance efforts. You will review documents, perform tax research, and assist with notices while maintaining thorough tax files.

Onsite four days a week, with strong growth opportunities in a trusted multi-family office setting. The role requires CPA consideration, 1–3 years of experience, and a degree in accounting, with preference for advanced taxation

Qualifications

• Experience in preparing individual, trust and business tax returns.
• Ability to stay current on tax laws and regulations.

Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis.
• Review tax source documents and data for accuracy.
• Conduct tax research to support planning and compliance efforts.
• Assist with handling Federal and State tax notices.
• Maintain organized tax files and supporting documents.

Skills

Tax preparation

Tax research

Attention to detail

Communication

Time management

Education

BA/BS in Accounting

Master’s in Taxation or Accountancy

Tools

CCH Axcess

Job description

Corient in Miami, FL seeks a Tax Associate to prepare individual, trust, estate and business tax returns and to support planning and compliance efforts. You will review documents, perform tax research, and assist with notices while maintaining thorough tax files.

Onsite four days a week, with strong growth opportunities in a trusted multi-family office setting. The role requires CPA consideration, 1–3 years of experience, and a degree in accounting, with preference for advanced taxation