Tax Manager

Tax Services ProfessionalJoin a team that values your ambition and empowers your growthAt 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 DutiesTax ServicesProvide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory servicesDevelop 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 strategiesReview individual, trust, estate, gift, business entity, and foundation returnsHandle Federal and State tax notices and auditsReview and analyze estate planning related legal documentsResearch Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategiesBe proactive and stay current on new tax legislation and tax reformExperience in tax compliance specific to the oil & gas sector:Calculating depletion and depreciation, including cost and percentage methodsExperience with deductions unique to the oil & gas industry, such as dry hole costs and IDCCalculating AMT adjustments specific to the oil & gas sectorBusiness DevelopmentManage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questionsServe as a subject matter expert, resource, and point of contact for clients' broader advisory team, including wealth advisors, financial planners, and other stakeholdersConduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articlesProvide internal training and guidance on tax-related topicsManage other members of the group including monitoring their workload and training and assisting themQualificationsBA/BS degree in Accounting from an accredited college/university, JD, or MS in Tax requiredActive CPA, EA or state bar license required (eligible to be listed on POAs is required)6+ year's progressive experience in public accounting requiredExtensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and familiesAbility to establish and maintain strong client relationshipsExcellent verbal and written communication skillsProficiency in Microsoft Office applications requiredExperience with reviewing individual, fiduciary, gift tax returns required, partnership and S corporation preferredPreferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA)Experience with research software and memo writing requiredMust be able and willing to work additional hours as needed to meet client deliverablesThis 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.Physical RequirementsThis 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 RequirementsMust 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 UsOur dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:401(k) Plan with Employer MatchingFour Medical Plan options that is generously subsidized by CorientEmployer paid Dental, Vision & Life and AD&D InsuranceEmployer paid Short-term & Long-term DisabilityPaid Maternity & Parental LeaveFlexible Spending Accounts & Health Savings AccountsDependent Care FSACommuter & Transit FSACorporate Discount Program - PerkspotTraining ReimbursementPaid Professional DesignationsGiving back to the community - Volunteer daysCorient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.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.