Tax Associate: Wealth Planning & Compliance

Corient Services LLC; Atlanta (GA); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Multiple Medical Plan options

Employer paid Dental, Vision & Life

Employer paid Short-term & Long-term  

Disability Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Commuter & Transit FSA

Job summary

Corient Services LLC is seeking a dedicated Tax Associate for its Tax Practice to serve sophisticated high-net-worth clients, trusts, estates and private foundations. This role focuses on planning, compliance, and proactive tax research within a collaborative team.

You will prepare diverse tax returns, stay current on tax law changes, and work on Federal/State notices while maintaining organized files and accurate data entry.

Qualifications

• BA/BS in Accounting required; Master’s in Taxation or Accountancy preferred.
• Active CPA license preferred; 1–3 years tax experience preferred (Big 4 experience a plus).
• Experience in preparing individual, trust and business tax returns.
• Strong analytical, communication and time-management skills.
• Proficient in tax applications such as CCH Axcess; comfortable with tax research.

Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis.
• Review tax source documents and data for accuracy; ensure OCR data quality.
• Conduct tax research to support planning and compliance efforts.
• Assist with Federal and State tax notices and notices processing.
• Maintain detailed tax files with supporting documents for returns.
• Collect and input financial records into tax software; analyze data to optimize client outcomes.
• Support tax planning for clients and members of the Tax team.

Skills

Tax planning

Tax compliance

Attention to detail

Research skills

Education

BA/BS in Accounting

Master’s in Taxation or Accountancy preferred

CPA licensed or pursuing

Tools

CCH Axcess

MS Word

Excel

Outlook

Job description

Corient Services LLC is seeking a dedicated Tax Associate for its Tax Practice to serve sophisticated high-net-worth clients, trusts, estates and private foundations. This role focuses on planning, compliance, and proactive tax research within a collaborative team.

You will prepare diverse tax returns, stay current on tax law changes, and work on Federal/State notices while maintaining organized files and accurate data entry.