Minimum of 10 years' tax preparation and accounting experience.
Certified Public Accountant (CPA) credential required.
Experience managing multiple tax filings for complex family groups.
Proficient in tax preparation for various entity types including corporations and trusts.
Familiarity with non-US asset compliance is advantageous.
Strong background in tax research and advisory.
Excellent verbal and written communication skills for conveying complex tax concepts.
Responsibilities
Prepare and review federal and state tax filings for diverse entities.
Analyze domestic and foreign financial records for tax preparation.
Project federal and state taxes for various client scenarios.
Conduct tax research to support advisory engagements.
Manage client relationships for complex family situations.
Address and resolve federal and state tax notices.
Maintain ongoing communication with clients and team members.
Benefits
Opportunity to work with sophisticated clientele.
Collaborative small team environment.
Focus on complex tax scenarios and cross-border reporting.
Professional development opportunities in tax advisory.
Flexible work arrangements with onsite requirements.
Full Job Description
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
Preparation and review 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.
Performance of tax research to support tax advisory engagements.
Client relationship management for complex families.
Respond and resolve Federal and state tax notice issues.
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 10 years' progressively expansive tax preparation and accounting experience.
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.
Tax research experience.
Ability to communicate complex tax concepts clearly both verbally and in writing to clients and colleagues.
SKILLS, COMPETENCIES AND BEHAVIOURS
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.
Strong computer skills - 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.
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.
