Essential Duties- Detail review tax work papers and handle tax information data requests.
- Detail review of federal and state income tax returns for individuals, trusts, foundations and flow-through entities.
- Be proactive and stay current on new tax legislation and tax reform
- Assist with handling Federal and State Tax notices
- Support Corient Partners/Client Teams with tax planning, consulting, and research.
- Interface with the Corient Tax Managers/Director of Tax, Corient Partners/Client Teams and Outsourced Tax Preparers on client specific tax questions and the statuses of returns.
- Manage projects assigned by the Tax Manager/Director of Tax.
- Analyze tax data submitted by clients to maximize the outcome to the client.
- Act as a Tax Liaison for third-party tax preparers including coordinating, collecting tax information, and answering questions and open items requests.
Qualifications- Strong technical skills relating to high net worth individuals from an income, gift and partnership tax perspective.
- Familiarity with estate and trust tax issues.
- Experience in reviewing individual, trust, gift, and business tax returns.
- Proficient in MS Word, Excel, Outlook and tax applications (e.g. CCH Axcess).
- Ability to work in a fast-paced and dynamic environment.
- Effective written and verbal communication and interpersonal skills.
- Superior problem-solving abilities as well as good decision-making skills.
- Strong analytical and deductive reasoning skills.
- Detail oriented.
- Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
- Ability to provide exceptional client service and exhibits a sense a of urgency to complete work in a timely and accurate manner
- 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
- 3 to 5 years of prior work experience as a tax preparer and reviewer or in a related field (e.g. accounting). Big Four experience preferred.
- Experience training staff/associates on the tax compliance and preparation process
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.
Pay Information This position is exempt and is paid according to the laws of the State of Florida. The pay range for this position is $76,000 - $114,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
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.
