Tax Preparer

Job Description

Tax Associate | Corient

The Tone:
This is a full-time Tax Associate role at Corient, located in New York, NY with a hybrid work model requiring 4 days onsite. Corient is the world’s largest multi-family office and non-bank wealth manager, focused on helping high- and ultra-high-net-worth individuals and families preserve their wealth across generations. This role is vital in ensuring accurate tax compliance and supporting strategic tax planning efforts, contributing directly to clients’ financial well-being and lasting legacies.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid New York, NY
• Pay: $83200–$115000 yearly
• Mission: To ensure accurate and timely tax compliance and support tax planning for high-net-worth clients.
• Tech Stack: MS Word, Excel, Outlook, CCH Axcess

What You’ll Actually Do
• Prepare Tax Returns: Prepare individual, trust, estate, gift, foundation, and business tax returns accurately and on a timely basis.
• Review Documents: Review tax source documents and data pushed through OCR for accuracy.
• Conduct Research: Conduct tax research to support tax planning and compliance efforts and stay current on new legislation.
• Manage Notices: Assist with handling Federal and State Tax notices effectively.
• Analyze Client Data: Collect, input, and analyze relevant financial records into tax software to maximize client outcomes and support tax planning.

The Must-Haves
• Background: A BA/BS degree in Accounting from an accredited college/university is required, coupled with solid accounting and general knowledge of tax laws and regulations.
• Experience: Experience in preparing individual, trust, and business tax returns is required, with 1 to 3 years of prior work experience as a tax preparer preferred.
• Skills: Proficient in MS Word, Excel, Outlook, and tax applications (e.g., CCH Axcess), possessing strong analytical and problem-solving abilities, and demonstrating effective written and verbal communication skills.
• Bonus: A Master’s in Taxation or Accountancy is preferred, as is an active CPA license or actively seeking a CPA license, and prior Big 4 Experience.