CPA/Senior Tax Preparer

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 are seeking a highly motivated, detail-oriented, and experienced Senior Tax Associate to join our team, reporting to a Tax Manager.

Work product focus will include a concentration on high-net-worth individuals, fiduciary tax, not for profit compliance and entity tax filings.

Processing data and converting it to a reviewable product.

Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services. Working within a small team environment to deliver integrated family office services to clients.

Aiding in the preparation of various time-sensitive client requests and planning opportunities.

Facilitating communications and providing ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commitment to continuing education.

Contributing to a flexible, stable, and team-oriented working culture that fosters professional development.

Bachelor's degree in accounting

• 4-6 years of related work experience in a tax or family office practice; and other competencies including pass through, gift tax or not for profit
• A commitment to learning and developing in an exacting tax environment within a growth business
• Proficiency in compliance technology applications including Pro Systems, BNA Income Tax planner and Microsoft products.
• MBA or MS in Taxation a plus
• CPA or CPA exam parts passed preferred
• CCH Axcess Tax and BNA Income Tax Planner

This range takes into account the 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. 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.

Must be 18 years of age or older.

S. citizens or permanent residents. 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
• Flexible Spending Accounts & Health Savings Accounts
• Training Reimbursement
• Giving back to the community - Volunteer days

Corient 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.

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.

Client assets include all assets of Corient Holdings Inc.,