4-6 years of experience in tax or family office practice, focusing on individual and fiduciary tax
Commitment to continuous learning in a complex tax environment
Strong interpersonal, analytical, and problem-solving skills
Excellent written and verbal communication abilities
Proficiency in compliance technology applications like Pro Systems and Microsoft products
MBA or MS in Taxation is a plus; CPA or CPA exam parts passed preferred
Responsibilities
Enhance client satisfaction through timely and effective responses to needs and concerns
Prepare and self-review work products for accuracy, focusing on high-net-worth individuals and fiduciary tax
Develop work papers based on professional standards and process data into reviewable formats
Assist in researching complex tax issues and developing practical income tax planning services
Aid in preparing time-sensitive client requests and planning opportunities
Facilitate team communication and knowledge sharing for professional development
Contribute to a flexible, stable, and team-oriented culture that promotes growth
Benefits
401(k) Plan with Employer Matching
Generously subsidized medical plan options
Employer-paid dental, vision, life, and AD&D insurance
Employer-paid short-term and long-term disability
Paid maternity and parental leave
Flexible Spending Accounts and Health Savings Accounts
Dependent Care FSA
Commuter and Transit FSA
Corporate discount program - Perkspot
Training reimbursement
Paid professional designations
Volunteer days for community service
Full Job Description
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. Maintain a personal commitment to continuing education.
Contributing to a flexible, stable, and team-oriented working culture that fosters professional development.
Qualifications & Requirements
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
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 a plus
CPA or CPA exam parts passed preferred
Knowledge of CCH Engagement a plus
CCH Axcess Tax and BNA Income Tax Planner
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.
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
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
Giving back to the community - Volunteer days
About CI Financial
CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
