Tax Director

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.

Location: New York, NY

Overview

We are seeking a highly experienced Tax Director to lead our Private Foundation and Tax-Exempt Organizations practice. This role requires deep technical expertise in the unique compliance, regulatory, and planning needs of large private foundations and other exempt entities. You will serve as a strategic advisor to sophisticated clients navigating complex federal excise tax rules, grant-making compliance, and investment income taxation. The ideal candidate will bring the technical rigor and research capabilities expected of a Big Four or large regional firm, combined with the client relationship skills to serve as a trusted partner to foundation leadership and family office clients. 

Responsibilities

• Serve as day-to-day client contact and trusted advisor for a portfolio of large private foundations and related exempt entities
• Lead the preparation, review, and filing of complex Forms 990-PF (Return of Private Foundation), Form 990 (for public charities), and Form 990-T (Exempt Organization Business Income Tax Return), along with multi-state reporting requirements
• Manage client engagement timelines, staff assignments, and quality control review processes
• Provide proactive guidance on Chapter 42 provisions, with particular emphasis on identifying and preventing self-dealing transactions between foundations and disqualified persons
• Advise on taxable expenditure rules, including expenditure responsibility requirements for grants to non-public charities and foreign organizations
• Monitor and counsel clients on excess business holdings, jeopardy investments, and related penalty excise tax exposure
• Analyze complex investment portfolios—including hedge funds and private equity fund K-1s, as well as other alternative investments—to calculate UBTI and identify debt-financed income issues
• Advise on UBTI siloing rules and optimize allocation of net operating losses across separate trades or businesses
• Manage calculation and monitoring of the annual 5% minimum distribution requirement (distributable amount) to ensure timely qualifying distributions
• Advise on grant timing strategies, set-aside elections, and program-related investments to optimize philanthropic impact while maintaining compliance
• Research and advise on foundation formation, termination, and conversion strategies 
• Monitor legislative and regulatory developments affecting tax-exempt organizations and communicate impacts to clients and internal teams
• Supervise, mentor, and develop tax staff and seniors; and provide ongoing technical training
• Collaborate with colleagues on estate planning and integrated income tax planning opportunities
• Opportunity to coordinate with wealth advisors around the US to support their service delivery to clients with Private Foundations or other meaningful philanthropic intentions

Qualifications & Requirements

• Education: Bachelor's degree in Accounting, Finance, or related field
• Licensure: Active CPA license or J.D. required
• Experience: Minimum 8+ years of progressive tax experience with substantial focus on Tax-Exempt Organizations, preferably at a Big Four firm, large regional CPA firm, or law firm with a national exempt organizations practice
• Communication: Excellent written and verbal communication skills with the ability to explain complex tax concepts to non-tax professionals, foundation boards, and family members

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.

Pay Information

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $225,000-$300,000 USD 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.

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 one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. 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.

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.