Tax Associate

CI Financial

. Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis .

Posted 5/7/2026full-timeHouston • Florida, New York, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $79,000 - $105,000 per yearWebsite

About the role

Key responsibilities & impact

Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis
Review tax source documents and data pushed through OCR for accuracy
Conduct tax research to support tax planning and compliance efforts
Be proactive and stay current on new tax legislation and tax reform
Assist with handling Federal and State Tax notices
Maintain 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.

Requirements

What you’ll need

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 manner.
BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation or Accountancy preferred
Active CPA licensed or seeking CPA license preferred
1 to 3 years of prior work experience as a tax preparer preferred, but not required (Big 4 Experience Preferred)

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tax return preparationtax researchfinancial record analysistax planningaccountingknowledge of tax lawsproblem-solvinganalytical skillsdeductive reasoningtime management

Soft Skills

effective communicationinterpersonal skillsdetail orientedorganizational skillsclient servicesense of urgencydecision-makingability to work in fast-paced environmentability to manage multiple projectssuperior problem-solving abilities

Certifications

BA/BS in AccountingMaster’s in TaxationCPA license