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.
Position Summary
We are seeking a highly organized, detail-oriented, and proactive Senior Tax Administrator to support the operational, administrative, and technology functions of our tax practice. This role serves as a central resource for tax return workflow management, client onboarding, tax return delivery, technology support, financial tracking, and process improvement initiatives. The ideal candidate will possess strong organizational and communication skills, a solid understanding of tax administration processes, and the ability to coordinate multiple priorities in a fast-paced professional services environment.
Key Responsibilities
Tax Return Administration & Filing
- Coordinate the administrative onboarding, processing, delivery, and filing of client tax returns.
- Track tax return progress through preparation, review, delivery, and filing stages to ensure deadlines are met.
- Assist with e-filing activities and resolve administrative filing-related issues.
Client Onboarding & Account Management
- Manage the onboarding process for new clients, including setup of client records, folders, and required documentation.
- Ensure all client information, agreements, and records remain complete and current.
- Respond to client inquiries and provide timely support.
- Maintain accurate documentation of client interactions and transactions.
- Serve as a liaison between clients, advisors, and internal teams as needed.
Technology & Systems Support
- Provide first-level support for staff using CCH Axcess, SafeSend, TaxCaddy, and related tax technology platforms.
- Assist clients with account access and troubleshooting issues involving SafeSend and TaxCaddy.
- Coordinate with vendors and technology partners to resolve software and workflow-related issues.
- Support software administration and system-related process improvements.
Workflow & Operations Management
- Coordinate workflow across tax preparation and review teams to promote efficiency and timely completion of engagements.
- Monitor workflow dashboards, project status, and key deadlines.
- Identify workflow bottlenecks and recommend process improvements.
- Assist with drafting, documenting, and updating operational procedures and best practices.
- Support firm-wide projects and operational initiatives.
Financial Administration & Reporting
- Maintain fee quote requests and oversee fee tracking from initiation through approval.
- Support quarterly/annual billing processes and related administrative functions with network offices.
- Prepare reports and analyses to support management decision-making.
Document & Information Management
- Manage and organize both electronic and physical client records.
- Ensure documents are properly stored, secured, and readily accessible.
- Maintain confidentiality and security of sensitive client and firm information.
- Assist with scanning, mailing, document retention, and file management activities.
Administrative Support
- Manage scheduling, email communications, return delivery processes, and other day-to-day administrative functions.
- Coordinate communications with clients, vendors, and internal stakeholders.
- Support various departmental and firm initiatives as assigned.
Qualifications
- Bachelor's degree in Accounting, Finance, Business Administration, Management Information Systems (MIS), or a related field preferred.
- 3+ years of experience in tax administration, public accounting, operations, or related administrative support roles.
- Experience working with tax software platforms, preferably CCH Axcess, SafeSend, and TaxCaddy.
- Strong organizational, project management, and multitasking skills.
- Excellent attention to detail and accuracy.
- Strong analytical and problem-solving abilities.
- Excellent written and verbal communication skills.
- Ability to work independently while collaborating effectively across teams.
- Proficiency in Microsoft Office Suite, particularly Excel, Outlook, and Word.
Benefits
- Competitive salary and benefits package.
- Opportunity for professional growth and advancement.
- Collaborative and team-oriented work environment.
- Exposure to a broad range of tax, operational, and technology initiatives.
This combined role positions the Senior Tax Administrator as the central coordinator for tax operations, client service administration, workflow management, technology support, and financial tracking functions within the tax practice.
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 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:
- 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 the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
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.
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.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
