Senior Tax Associate

Responsibilities

• Contributing to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long‑term working relationships with clients.
• Preparing and self‑reviewing work products for completeness and accuracy and preparing them for client delivery. Work product focus will include a concentration on high‑net‑worth individuals, fiduciary tax, not‑for‑profit compliance and entity tax filings.
• Preparing work papers based on professional standards.
• 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.
• Maintaining 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; an emphasis on individual and fiduciary experience is critical; and other competencies including pass‑through, gift tax or not‑for‑profit experience.
• A commitment to learning and developing in an exacting tax environment within a growth business.
• Excellent interpersonal, analytical, and problem‑solving abilities.
• Strong written and verbal communication skills.
• Proficiency in compliance technology applications including Pro Systems, BNA Income Tax Planner and Microsoft products.
• MBA or MS in Taxation is a plus; CPA or CPA exam parts passed preferred.
• Knowledge of CCH Engagement, CCH Axcess Tax and BNA Income Tax Planner is an asset.

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $103,000 – $130,000 USD per year.

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. Must work onsite 4 days per week.

Must be 18 years of age or older, must have unrestricted work authorization to work in the United States, and must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

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.

• 401(k) Plan with Employer Matching
• Four Medical Plan options
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short‑term & Long‑term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program – Perkspot
• Training Reimbursement
• Paid Professional Designations
• Volunteer days