Tax Director

Corient; Shaker Heights (OH); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

Flexible Spending Accounts

Job summary

Corient is seeking an experienced tax professional to lead complex tax compliance and advisory services for high-net-worth individuals and families. You will collaborate with wealth advisors and planners to deliver integrated tax strategies, planning and estate considerations.

The role requires a JD or MS in Tax, CPA/EA or bar license, and 10+ years in public accounting, with a willingness to work extended hours to meet client deliverables. Onsite four days a week in the United States.

Qualifications

• BA/BS in Accounting, JD or MS in Tax required
• Active CPA/EA or state bar license required
• 10+ years progressive experience in public accounting required
• Extensive experience in Tax Advisory and Gift/Estate/Trust planning for high-net-worth individuals
• Ability to establish and maintain strong client relationships
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications required
• Experience with reviewing tax returns (individual, fiduciary, gift)
• Experience with tax research software and memo writing
• Flexible to work additional hours as needed to meet client deliverables

Responsibilities

• Provide high quality tax compliance services for individuals, trusts, estates, gifts, foundations and businesses
• Develop and implement tax planning strategies aligned with client goals
• Review and analyze tax returns and related documents
• Handle federal and state tax notices and audits
• Research federal, state, and international tax laws and prepare memorandums
• Proactive in staying current on tax legislation and reform
• Manage client accounts and relationships within tax advisory scope
• Serve as a resource for clients’ advisory teams including wealth advisors and planners
• Conduct internal business development and marketing activities
• Provide internal training on tax topics and manage group workload

Skills

Client relationship management

Verbal and written communication

Ability to work extended hours to meet

Attention to detail

Team collaboration across advisory

Education

BA/BS in Accounting

JD or MS in Tax

Active CPA/EA or state bar license

Tools

Microsoft Office

CCH Axcess Tax

Bloomberg Tax Planner

Job description

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Tax Services

• Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services
• Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies
• Review individual, trust, estate, gift, business entity, and foundation returns
• Handle Federal and State tax notices and audits
• Review and analyze estate planning related legal documents
• Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
• Be proactive and stay current on new tax legislation and tax reform

Business Development

• Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions
• Serve as a subject matter expert, resource, and point of contact for clients’ broader advisory team, including wealth advisors, financial planners, and other stakeholders
• Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles
• Provide internal training and guidance on tax-related topics
• Manage other members of the group including monitoring their workload and training and assisting

Qualifications

• BA/BS degree in Accounting from an accredited college/university, JD, or MS in Tax required
• Active CPA, EA or state bar license required (eligible to be listed on POAs is required)
• 10+ year’s progressive experience in public accounting required
• Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families
• Ability to establish and maintain strong client relationships
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications required
• Experience with reviewing individual, fiduciary, gift tax returns required, partnership and S corporation preferred
• Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA)
• Experience with research software and memo writing required
• Must be able and willing to work additional hours as needed to meet client deliverables

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect From Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.