Tax Preparer CPA Required

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. 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.

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.

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. Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
• 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)

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.,