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Tax Associate – Wealth & Estate Planning

Job in New York, New York County, New York, 10261, USA
Listing for: CI Financial
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 85000 - 120000 USD Yearly USD 85000.00 120000.00 YEAR

Job Description & How to Apply Below

Location: New York

Corient in New York, NY seeks a dedicated Tax Associate for its Tax Practice serving high-net-worth families, trusts, estates and private foundations. You will prepare diverse tax returns, review documents, and conduct tax research to support planning and compliance.

We value proactive professionals who stay current on tax laws, manage multiple deadlines, and deliver precise work. Onsite work four days weekly with strong client service focus.

This is a strong role to take on the Tax Associate – Wealth & Estate Planning role at CI Financial.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in New York, NY, United States.

This opportunity is part of our work in Finance.

Position Requirements

10+ Years work experience
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