Tax Manager

Corient Services LLC; Houston (TX); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Employer-paid Dental and Vision Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Job summary

Corient Services LLC in Houston, Texas, seeks a Tax Services professional to provide high-quality compliance services and develop tax-planning strategies for high-net-worth individuals and families. You will manage client relationships and serve as a subject-matter expert in tax advisory.

The ideal candidate possesses a BA/BS in Accounting, a CPA or equivalent, and at least 6 years of relevant experience. Benefits include a 401(k) plan with matching and various health insurance options.

Qualifications

• Minimum 6 years of progressive public accounting experience.
• Extensive experience in tax advisory for high-net-worth individuals.
• Willingness to work additional hours to meet client needs.

Responsibilities

• Provide tax compliance services for individuals and entities.
• Develop and implement tax-planning strategies.
• Manage client accounts and foster relationships.

Skills

Tax compliance services

Tax planning strategies

Client relationship management

Excellent verbal communication

Microsoft Office proficiency

Education

BA/BS in Accounting or JD/MS in Tax

Active CPA/EA or state bar license

Tools

CCH Axcess Tax

Bloomberg Income Tax Planner

Job description

Join a team that values ambition and empowers growth. At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families enjoy a full life, preserve wealth for future generations, and support the causes they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

Essential Duties

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 aligned with client goals and objectives, 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 memoranda on technical topics, and develop tax‑savings strategies.
• Proactively stay current on new tax legislation and tax reform.
• Apply specific knowledge of oil & gas sector compliance (depletion and depreciation calculations, cost and percentage methods).
• Account for oil & gas industry deductions such as dry‑hole costs and IDC.
• Calculate AMT adjustments specific to the oil & gas sector.

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 & estate related articles.
• Provide internal training and guidance on tax‑related topics.
• Manage group members, monitor workloads, and provide training and assistance.

Qualifications

• BA/BS degree in Accounting (or JD, MS in Tax) from an accredited college/university.
• Active CPA, EA, or state bar license (eligible to be listed on POAs).
• At least 6 years of progressive public‑accounting experience.
• 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.
• Proven ability to establish and maintain strong client relationships.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office applications.
• Experience reviewing individual, fiduciary, gift tax returns required; partnership and S‑corporation preferred.
• Preferred experience with CCH Axcess Tax and Bloomberg Income Tax Planner (formerly BNA).
• Experience with research software and memo writing.
• Willingness and ability to work additional hours as needed to meet client deliverables.

Physical Requirements

• Work in an office environment requiring prolonged periods of sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds.
• Position requires onsite presence four 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.
• Corient hires U.S. citizens or permanent residents; proof of work authorization required.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

Benefits

• 401(k) Plan with Employer Matching
• Four Medicare Plan options, including 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
• Volunteer days to give back to the community

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.