UHNW Tax Associate — Wealth & Estates

CI Financial; Miami (FL); On-site; USD 79,000 - 115,000; Full time

Benefits offered by this job

401(k) with employer matching

Medical plans

Dental, Vision & Life

Disability insurance

Paid maternity & parental leave

FSA/HSA

Commuter benefits

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient is seeking a dedicated Tax Associate to join our Corient Tax Practice, providing planning and compliance services to high-net-worth families, trusts, estates and foundations. Responsibilities include preparing individual, trust and business tax returns, analyzing documents, researching tax issues, and supporting planning for clients.

Qualifications include a BA/BS in Accounting, CPA license preferred, 1–3 years of experience.

Qualifications

• BA/BS in Accounting required; Master’s in Taxation or Accountancy preferred.
• Active CPA license or pursuing CPA license preferred.
• 1–3 years of prior work experience as a tax preparer preferred; Big 4 experience preferred.

Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis.
• Review tax source documents and data for accuracy.
• Conduct tax research to support planning and compliance efforts.
• Stay current on new tax legislation and tax reform.
• Assist with Federal and State tax notices and maintain organized tax files.

Skills

Tax planning

Tax research

Attention to detail

MS Word/Excel/Outlook

Tax software (CCH Axcess)

Education

BA/BS in Accounting

Master’s in Taxation/Accountancy

CPA license preferred

Tools

CCH Axcess

Job description

Corient is seeking a dedicated Tax Associate to join our Corient Tax Practice, providing planning and compliance services to high-net-worth families, trusts, estates and foundations. Responsibilities include preparing individual, trust and business tax returns, analyzing documents, researching tax issues, and supporting planning for clients.

Qualifications include a BA/BS in Accounting, CPA license preferred, 1–3 years of experience.