Tax Associate – Wealth & Estate Planning

CI Financial; New York (NY); Vor Ort; USD 85.000 - 120.000; Vollzeit

Benefits dieser Stelle

401(k) Plan with Employer Matching

Medical Plan options subsidized by Cor

Employer paid Dental, Vision & Life

AD&D Insurance

Disability Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot corporate discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Zusammenfassung

Corient in New York, NY seeks a dedicated Tax Associate for its Tax Practice serving high-net-worth families, trusts, estates and private foundations. You will prepare diverse tax returns, review documents, and conduct tax research to support planning and compliance.

We value proactive professionals who stay current on tax laws, manage multiple deadlines, and deliver precise work. Onsite work four days weekly with strong client service focus.

Qualifikationen

• BA/BS degree in Accounting from an accredited college/university.
• Master’s in Taxation or Accountancy preferred.
• Active CPA licensed or seeking CPA license preferred.

Aufgaben

• 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.

Kenntnisse

Accounting knowledge

Tax laws

Tax return preparation

MS Word

MS Excel

Outlook

Tax software (CCH Axcess)

Attention to detail

Time management

Communication skills

Ausbildung

BA/BS in Accounting

Master’s in Taxation or Accountancy (preferred)

Tools

CCH Axcess

Jobbeschreibung

Corient in New York, NY seeks a dedicated Tax Associate for its Tax Practice serving high-net-worth families, trusts, estates and private foundations. You will prepare diverse tax returns, review documents, and conduct tax research to support planning and compliance.

We value proactive professionals who stay current on tax laws, manage multiple deadlines, and deliver precise work. Onsite work four days weekly with strong client service focus.