Tax Manager

Corient; San Diego (CA); On-site; USD 122,000 - 173,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

FSA / HSA

Job summary

Corient seeks a seasoned Tax Services professional to advise high-net-worth individuals and families, including estates and trusts. You will design tax strategies, review returns, and stay current on federal, state, and international tax laws.

Collaborate with wealth advisors and finance teams to deliver compliant, proactive planning. Requires CPA/EA or bar license, 6+ years in public accounting, and oil & gas tax experience; primarily on-site in a collaborative environment.

Qualifications

• BA/BS in Accounting, JD, or MS in Tax required
• Active CPA/EA or state bar license required
• 6+ years in public accounting
• Extensive Tax Advisory and Gift/Estate/Trust experience for HNW clients
• Ability to establish and maintain strong client relationships
• Excellent verbal and written communication
• Proficiency in Microsoft Office
• Experience with fiduciary tax returns (gift/estate)
• Experience with CCH Axcess Tax & Bloomberg Income Tax Planner
• Experience with research software and memo writing
• Willing to work additional hours to meet client deliverables

Responsibilities

• Provide high quality tax compliance for individuals, trusts, estates, gifts, foundations, and businesses
• Develop tax planning strategies aligned with client goals and coordinate with advisors
• Review and analyze returns for individuals, fiduciaries, gifts, estates, and entities
• Handle federal and state tax notices and audits
• Review estate planning documents and research tax laws; draft memorandums
• Stay current on tax legislation and reforms
• Experience with oil & gas tax specifics (depletion, IDC, AMT adjustments)
• Develop tax savings strategies for clients in oil & gas
• Manage client accounts and relationships with wealth advisors and planner teams
• Serve as SME for clients’ advisory team and stakeholders
• Conduct internal business development, public speaking, and article authorship
• Provide internal training on tax topics
• Manage team workload and training of group members

Skills

Tax advisory

Client relationships

Verbal & written comms

Microsoft Office

Oil & gas tax

Review fiduciary returns

Education

BA/BS in Accounting

JD

MS in Tax

CPA/EA or State Bar license

Tools

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.

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 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
• Experience in tax compliance specific to the oil & gas sector: Calculating depletion and depreciation, including cost and percentage methods
• Experience with deductions unique to the oil & gas industry, such as dry hole costs and IDC
• Calculating 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 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 them

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)
• 6+ 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

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.

Pay Information

This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $121,900-$172,500 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for this position. Salary offers are determined based on final candidate qualifications and experience.

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

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 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‑t, 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. At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best‑in‑class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.