Tax Manager

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

Benefits offered by this job

401(k) matching

Medical plans

Dental/Vision/Life & AD&D

Disability insurance

Parental leave

FSAs / HSA

Dependent Care FSA

Commuter benefits

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient, a premier wealth management and tax advisory firm, seeks a seasoned tax professional to service high- and ultra-high-net-worth clients in California. The role focuses on compliance, planning, and advisory work across individuals, estates, trusts, gifts, foundations, and business entities.

You’ll develop strategies, coordinate with wealth advisors, review returns, handle audits, and stay current on tax law.

Qualifications

• BA/BS in Accounting, JD or MS in Tax required.
• CPA/EA or state bar license required.
• 6+ years progressive public accounting experience.
• Tax advisory and Gift/Estate/Trust planning for high-net-worth clients.
• Strong client relationships and communication skills.
• Proficiency in Microsoft Office.
• Experience reviewing fiduciary, gift tax returns; partnership/S-corp preferred.
• Experience with CCH Axcess Tax & Bloomberg Income Tax Planner.
• Experience with research software and memo writing.
• Willing to work additional hours as needed.

Responsibilities

• Provide tax compliance for individuals, trusts, estates, gifts, foundations, and business entities.
• Develop tax planning strategies aligned with client goals; coordinate with wealth advisors.
• Review returns and handle notices and audits.
• Review estate planning documents and draft tax memos; stay current on tax reform.
• Manage client accounts; mentor staff; conduct internal training.
• Drive internal business development and client education activities.

Skills

Strong client relationships

Verbal and written communication

Memo writing

Tax advisory

Education

Bachelor's degree in Accounting

JD or MS in Tax

Active CPA/EA or state bar license

6+ years public accounting experience

Gift/Estate/Trust planning experience

Tools

Microsoft Office

CCH Axcess Tax

Bloomberg Income Tax Planner

Research software

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.Additionalduties and responsibilities may be assigned with or without notice.

Pay Information

This position isexemptand is paid according to the laws of the State ofCalifornia.The pay range for this position is $121,900-$172,500USD peryear.Weare required toprovide a reasonable estimate of the compensation range for this role. This rangetakes into accountthe 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 a position. Salary offers aredeterminedbased 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-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.