Senior Tax Associate

Overview

The role is a Senior Tax Associate based in Shaker Hights, OH, reporting to a Tax Manager.

• Contribute to client satisfaction by providing timely and effective responses to client needs and concerns, enhancing long‑term working relationships.
• Prepare and self‑review work products for completeness and accuracy, then deliver them to clients.
• Focus on high‑net‑worth individuals, fiduciary tax, not‑for‑profit compliance, and entity tax filings.
• Prepare work papers based on professional standards.
• Process data and convert it into a reviewable product.
• Assist in researching complex tax issues and developing practical income‑tax planning services.
• Work within a small team to deliver integrated family office services.
• Aide in the preparation of time‑sensitive client requests and planning opportunities.
• Facilitate communication and provide assistance to team members, sharing knowledge for professional development.
• Maintain a commitment to continuing education.
• Contribute to a flexible, stable, and team‑oriented culture that fosters professional development.

• Bachelor’s degree in accounting.
• 4‑6 years of related work experience in a tax or family office practice, with emphasis on individual and fiduciary experience.
• Competencies in pass‑through, gift tax, or not‑for‑profit.
• 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.
• Preferred: MBA or MS in Taxation, CPA or CPA exam parts passed.
• Knowledge of CCH Engagement, CCH Axcess Tax, and BNA Income Tax Planner.

• Work in an office environment, including prolonged sitting at a desk and computer use.
• Ability to lift up to 15 pounds.
• Work onsite 4 days per week.

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

• 401(k) Plan with Employer Matching
• Four Medical Plan options, employer‑subsidized
• Employer‑paid Dental, Vision, and Life and AD&D Insurance
• Employer‑paid Short‑term and 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

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.