Senior Tax Associate

Description

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Location : Shaker Hights, OH

Overview

We are seeking a highly motivated, detail-oriented, and experienced Senior Tax Associate to join our team, reporting to a Tax Manager.

Responsibilities

• Contributing to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients.
• Preparing and self-reviewing work products for completeness and accuracy and preparing them for client delivery.  Work product focus will include a concentration on high-net-worth individuals, fiduciary tax, not for profit compliance and entity tax filings.
• Preparing work papers based on professional standards.  Processing data and converting it to a reviewable product.
• Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services.  Working within a small team environment to deliver integrated family office services to clients.
• Aiding in the preparation of various time-sensitive client requests and planning opportunities.
• Facilitating communications and providing ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery.  Maintain a personal commitment to continuing education.
• Contributing to a flexible, stable, and team-oriented working culture that fosters professional development.

Qualifications & Requirements

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.

Pay Information

This position is exempt and is paid according to the laws of the State of Ohio. The pay range for this position is $86,800 - $108,500 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements

U.S. Eligibility Requirements

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 :

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.