PRINCIPAL ELEMENTS AND ACCOUNTABILITIES - Preparation of Federal and state tax and informational filings for corporations, limited liability companies, partnerships, trusts, and individuals with a focus on cross border reporting.
- Analysis of underlying domestic and foreign financial records for use in preparation of tax filings.
- Projection of Federal and state taxes for a variety of client situations.
- Ongoing communications with clients, client advisors, team members, and supervisors as necessary to fully implement job duties and keep all parties informed on matters.
QUALIFICATIONS AND EXPERIENCE:- Minimum of 4 years' progressively expansive tax preparation and accounting experience.
- Demonstrated tax review responsibilities.
- Demonstrated client relationship management experience.
- Certified Public Accountant designation.
- Tax preparation experience across a wide variety of entity types including corporations, limited liability companies, partnerships, trusts, and individuals.
- Experience with tax compliance and reporting related to non-US assets or non-US entities a plus.
- Client service orientation.
- Excellent organization skills.
- Excellent communications skills both in speaking and writing.
- Sense of urgency, judgment, problem solving and risk-mitigation.
- Ability to interact with a sophisticated clientele.
- Ability to multi-task in a fast-paced small team environment.
- Microsoft Office Suite, particularly Microsoft Excel and PowerPoint. Excellent Excel skills are necessary for the position.
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.
U.S. Eligibility Requirements- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
- Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
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
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.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
