Corient Private Wealth LLC
Tax Associate
Corient Private Wealth LLC, Shaker Heights, Ohio, United States,
Join a team that values your ambition and empowers your growth
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.
Essential DutiesPrepare individual, trust, estate, gift, foundation, and business tax returns on a timely basisReview tax source documents and data pushed through OCR for accuracyConduct tax research to support tax planning and compliance effortsBe proactive and stay current on new tax legislation and tax reformAssist with handling Federal and State Tax noticesMaintain detailed and organized tax files, including documenting all relevant information and supporting documents for tax returns.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.Qualifications
Solid accounting and knowledge of tax laws and regulations in general.Experience in preparing individual, trust and business tax returns.Proficient in MS Word, Excel, Outlook and tax applications (e.g. CCH Axcess).Ability to work in a fast-paced and dynamic environment.Effective written and verbal communication and interpersonal skills.Superior problem-solving abilities as well as good decision-making skills.Strong analytical and deductive reasoning skills.Detail oriented.Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.Ability to provide exceptional client service and exhibits a sense a of urgency to complete work in a timely and accurate mannerBA/BS degree in Accounting from an accredited college/university required; Master's in Taxation or Accountancy preferredActive CPA licensed or seeking CPA license preferred1 to 3 years of prior work experience as a tax preparer preferred, but not required (Big 4 Experience Preferred)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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.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.Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.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:
Flexible & Hybrid Work Program401(k) Plan with Employer MatchingFour Medical Plan options that is generously subsidized by CorientEmployer paid Dental, Vision & Life and AD&D InsuranceEmployer paid Short-term & Long-term DisabilityPaid Maternity & Parental LeaveFlexible Spending Accounts & Health Savings AccountsDependent Care FSACommuter & Transit FSACorporate Discount Program - PerkspotTraining ReimbursementPaid Professional DesignationsGiving back to the community - Volunteer days
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.
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.
Essential DutiesPrepare individual, trust, estate, gift, foundation, and business tax returns on a timely basisReview tax source documents and data pushed through OCR for accuracyConduct tax research to support tax planning and compliance effortsBe proactive and stay current on new tax legislation and tax reformAssist with handling Federal and State Tax noticesMaintain detailed and organized tax files, including documenting all relevant information and supporting documents for tax returns.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.Qualifications
Solid accounting and knowledge of tax laws and regulations in general.Experience in preparing individual, trust and business tax returns.Proficient in MS Word, Excel, Outlook and tax applications (e.g. CCH Axcess).Ability to work in a fast-paced and dynamic environment.Effective written and verbal communication and interpersonal skills.Superior problem-solving abilities as well as good decision-making skills.Strong analytical and deductive reasoning skills.Detail oriented.Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.Ability to provide exceptional client service and exhibits a sense a of urgency to complete work in a timely and accurate mannerBA/BS degree in Accounting from an accredited college/university required; Master's in Taxation or Accountancy preferredActive CPA licensed or seeking CPA license preferred1 to 3 years of prior work experience as a tax preparer preferred, but not required (Big 4 Experience Preferred)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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.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.Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.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:
Flexible & Hybrid Work Program401(k) Plan with Employer MatchingFour Medical Plan options that is generously subsidized by CorientEmployer paid Dental, Vision & Life and AD&D InsuranceEmployer paid Short-term & Long-term DisabilityPaid Maternity & Parental LeaveFlexible Spending Accounts & Health Savings AccountsDependent Care FSACommuter & Transit FSACorporate Discount Program - PerkspotTraining ReimbursementPaid Professional DesignationsGiving back to the community - Volunteer days
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.