Essential Duties
Tax Services
- Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services
- Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies
- Review individual, trust, estate, gift, business entity, and foundation returns
- Handle Federal and State tax notices and audits
- Review and analyze estate planning related legal documents
- Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
- Be proactive and stay current on new tax legislation and tax reform
Experience in tax compliance specific to the oil & gas sector:
- Calculating depletion and depreciation, including cost and percentage methods
- Experience with deductions unique to the oil & gas industry, such as dry hole costs and IDC
- Calculating AMT adjustments specific to the oil & gas sector
Business Development
- Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions
- Serve as a subject matter expert, resource, and point of contact for clients’ broader advisory team, including wealth advisors, financial planners, and other stakeholders
- Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles
- Provide internal training and guidance on tax-related topics
- Manage other members of the group including monitoring their workload and training and assisting them
Qualifications
- BA/BS degree in Accounting from an accredited college/university, JD, or MS in Tax required
- Active CPA, EA or state bar license required (eligible to be listed on POAs is required)
- 6+ year’s progressive experience in public accounting required
- Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families
- Ability to establish and maintain strong client relationships
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office applications required
- Experience with reviewing individual, fiduciary, gift tax returns required, partnership and S corporation preferred
- Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA)
- Experience with research software and memo writing required
- Must be able and willing to work additional hours as needed to meet client deliverables
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.
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
