Senior Tax Manager
2 weeks ago
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: Newport Beach, CA
Overview
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.
Responsibilities
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; Master's in Taxation or Accountancy preferred
- Active CPA licensed strongly preferred
- 10+ year's 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
- Ability to establish and maintain strong client relationships
- Excellent verbal and written communication skills
- 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
- Must be able and willing to work additional hours as needed to meet client deliverables
This position is exempt and is paid according to the laws of the State of California. The pay range for this position is$160,000 - $200,00 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
- 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.
- Must be 18 years of age or older.
- 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.
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
- 401(k) Plan with Employer Matching
- 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
- 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
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.
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