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. 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., "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)
We provide a reasonable estimate of the compensation range for this role, taking into account experience, skills, education, licensure, certifications, and other business needs. Physical Requirements 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 for individuals with disabilities.
Eligibility Requirements Must be 18 years of age or older and have unrestricted work authorization to work in the United States. S. citizens or permanent residents. Four medical plan options that are generously subsidized by Corient
Employer‑paid dental, vision & life insurance and AD&D insurance
Employer‑paid short‑term & long‑term disability
Flexible spending accounts & health savings accounts
Training reimbursement and paid professional designation support
Volunteer days for giving back to the community
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.

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