Tax Manager

** Join a team that values your ambition and empowers your growth
** 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 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 Duties
** Tax Services
* Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services
* Develop 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 strategies
* Review individual, trust, estate, gift, business entity, and foundation returns
* Handle Federal and State tax notices and audits
* Review and analyze estate planning related legal documents
* Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
* Be proactive and stay current on new tax legislation and tax reform

Experience in tax compliance specific to the oil & gas sector:
* Calculating depletion and depreciation, including cost and percentage methods
* Experience with deductions unique to the oil & gas industry, such as dry hole costs and IDC
* Calculating AMT adjustments specific to the oil & gas sector Business Development
* Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions
* Serve as a subject matter expert, resource, and point of contact for clients’ broader advisory team, including wealth advisors, financial planners, and other stakeholders
* Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles
* Provide internal training and guidance on tax-related topics
* Manage other members of the group including monitoring their workload and training and assisting them
** Qualifications
* ** BA/BS degree in Accounting from an accredited college/university, JD, or MS in Tax required
* Active CPA, EA or state bar license required (eligible to be listed on POAs is required)
* 6+ year’s progressive experience in public accounting required
* Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families
* Ability to establish and maintain strong client relationships
* Excellent verbal and written communication skills
* Proficiency in Microsoft Office applications required
* Experience with reviewing individual, fiduciary, gift tax returns required, partnership and S corporation preferred
* Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA)
* Experience with research software and memo writing required
* Must be able and willing to work additional hours as needed to meet client deliverables
* This 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 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 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 Requirements
*** Must be 18 years of age or…