Tax Associate

Tax Associate

Corient is currently seeking a dedicated and detail-oriented Tax Associate to join the Corient Tax Practice, which provides Tax Planning and Compliance Services to sophisticated high-net-worth and ultra-high-net-worth individuals and families, trusts, estates and private foundations.

Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis
• Review tax source documents and data pushed through OCR for accuracy
• Conduct tax research to support tax planning and compliance efforts
• Be proactive and stay current on new tax legislation and tax reform
• Assist with handling Federal and State Tax notices
• Maintain detailed and organized tax files, including documenting all relevant information and supporting documents for tax returns.
• Collect and input relevant financial records into tax return software or databases.
• Analyze tax data submitted by clients to maximize the outcome to the client.
• Support the tax planning process for clients and members of the Tax team.

Qualifications

• Solid accounting and knowledge of tax laws and regulations in general.
• Experience in preparing individual, trust and business tax returns.
• Proficient in MS Word, Excel, Outlook and tax applications (e.g. CCH Axcess).
• Ability to work in a fast-paced and dynamic environment.
• Effective written and verbal communication and interpersonal skills.
• Superior problem-solving abilities as well as good decision-making skills.
• Strong analytical and deductive reasoning skills.
• Detail oriented.
• Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
• Ability to provide exceptional client service and exhibits a sense of urgency to complete work in a timely and accurate manner
• BA/BS degree in Accounting from an accredited college/university required; Master's in Taxation or Accountancy preferred
• Active CPA licensed or seeking CPA license preferred
• 1 to 3 years of prior work experience as a tax preparer preferred, but not required (Big 4 Experience Preferred)