Teams at Corient

Supports financial modeling, forecasting, strategic analysis, M&A evaluation, scenario modeling, reporting, dashboards, and executive presentations. Partners with Finance leadership and cross-functional business teams on planning, performance management, capital allocation, growth initiatives, and operational improvements. Maintains financial models and planning tools while conducting quantitative and qualitative analyses to identify risks, opportunities, and value creation initiatives.

Prepares and reviews individual, trust, estate, gift, foundation, and business tax returns for high-net-worth clients. Responsibilities include tax research, analyzing client financial data, maintaining organized tax files, responding to federal and state notices, supporting tax planning, and staying current on tax legislation. The role requires strong accounting and tax knowledge, attention to detail, communication skills, and the ability to manage multiple deadlines in an onsite office environment.

Manage sophisticated tax compliance, advisory, estate and trust planning for high-net-worth clients. Review tax returns, address notices and audits, research tax law, develop strategies, manage client relationships, support business development, provide training, and supervise team members. The role requires specialized oil and gas tax experience, including depletion, depreciation, dry hole costs, IDC, and AMT adjustments.