Wealth Tax Associate: Estates & Planning Expert

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

Benefits offered by this job

401(k) plan with employer matching

Medical plan options

Dental, vision and life insurance

Disability coverage

Paid maternity & parental leave

FSAs & HSA

Commuter & Transit FSA

Training reimbursement

Job summary

Corient seeks a dedicated Tax Associate to join the Tax Practice, serving high-net-worth individuals, trusts, estates and foundations. You will prepare diverse tax returns, review source documents, and conduct tax research to support planning and compliance efforts.

The role requires a BA/BS in Accounting with 1–3 years of tax experience; CPA status is preferred. Office-based work is expected in a team focused on accuracy, deadlines, and exceptional client service.

Qualifications

• BA/BS in Accounting required; Master’s in Taxation or Accountancy preferred.
• Active CPA license or pursuing CPA is preferred.
• 1–3 years of prior tax preparer experience beneficial.
• Experience in preparing individual, trust and business tax returns.
• Strong knowledge of tax laws, accuracy and deadlines.

Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns on time.
• Review source documents and data for accuracy and completeness.
• Conduct tax research to support planning and compliance efforts.
• Stay current on new tax legislation and tax reform.
• Input financial records into tax software and analyze data for clients.

Skills

Tax preparation

Tax research

Financial analysis

Attention to detail

Communication

Education

BA/BS in Accounting

Master's in Taxation or Accountancy preferred

Tools

MS Word

Excel

Outlook

CCH Axcess

Job description

Corient seeks a dedicated Tax Associate to join the Tax Practice, serving high-net-worth individuals, trusts, estates and foundations. You will prepare diverse tax returns, review source documents, and conduct tax research to support planning and compliance efforts.

The role requires a BA/BS in Accounting with 1–3 years of tax experience; CPA status is preferred. Office-based work is expected in a team focused on accuracy, deadlines, and exceptional client service.