Tax Associate

Join Corient's team as a Tax Associate and help high- and ultra-high-net-worth individuals and families preserve their wealth for future generations. Empower your growth and work in a fast-paced dynamic environment.

Requirements

• Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis
• Review tax source documents and data pushed through OCR for accuracy
• Conduct tax research to support tax planning and compliance efforts
• Be proactive and stay current on new tax legislation and tax reform
• Assist with handling Federal and State Tax notices
• Maintain detailed and organized tax files
• Collect and input relevant financial records into tax return software or databases
• Analyze tax data submitted by clients to maximize the outcome to the client
• Support the tax planning process for clients and members of the Tax team

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options
• 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