Senior Tax Manager

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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. Corient is currently seeking an experienced, action-oriented Senior Tax Manager to join Tax Practice, which provides Tax Planning and Compliance Services to sophisticated high-net-worth and ultra-high-net-worth individuals and families, trusts, estates and private foundations.
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
Serve as the final reviewer for 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
Plays a key oversight role for specific locations and offices, including staffing engagements, pricing engagements, controlling processes, and overseeing the tax service function across certain offices
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
BA/BS degree in Accounting from an accredited college/university required; Masters in Taxation or Accountancy preferred
~ 10+ years progressive experience in public accounting required
~ Extensive experience in Tax Advisory and Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families
~ Experience with multi-national tax issues relating to HNW and UHNW individuals and families
~ Proficiency in Microsoft Office applications required
~ Experience with reviewing individual, fiduciary, gift and estate tax returns
~ Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA)
~ Experience with research software and memo writing required
~ 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. 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.
Must be 18 years of age or older.
S. citizens or permanent residents. 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
~ Flexible Spending Accounts & Health Savings Accounts
~ Training Reimbursement
~ Giving 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. 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.
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