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.

Key Responsibilities:

Financial Reporting:

• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements.
• Ensure accuracy and completeness of financial reports and maintain the general ledger.
• Assist in the preparation of month-end, quarter-end, and year-end closing processes.

General Accounting:

• Oversee and perform day-to-day accounting tasks such as journal entries, account reconciliations, and variance analysis.
• Monitor and manage accounts payable and receivable processes.
• Ensure proper recording of fixed assets, depreciation, and amortization.

Budgeting and Forecasting:

• Assist in the development of budgets and financial forecasts.
• Monitor budgetary performance and provide variance analysis.
• Support management in financial planning and analysis (FP&A).

Compliance and Audit:

• Ensure compliance with GAAP (Generally Accepted Accounting Principles) and other relevant accounting standards.
• Prepare for and coordinate internal and external audits.
• Maintain proper documentation for financial audits and ensure timely responses to audit inquiries.

Process Improvement:

• Identify opportunities for process improvements and implement best practices in accounting operations.
• Streamline accounting procedures and workflows to increase efficiency.

Tax Compliance:

• Prepare and file tax returns, ensuring compliance with local, state, and federal regulations.
• Assist in tax planning and research as needed.

Team Leadership and Development:

• Provide guidance and mentorship to junior accounting staff.
• Assist in training new employees and promoting a collaborative work environment.
• Review the work of junior accountants to ensure accuracy and completeness.

Financial Analysis and Decision Support:

• Analyze financial data and trends to provide actionable insights to management.
• Support decision-making processes with accurate and timely financial information.

Qualifications:

• Education: Bachelor’s degree in Accounting, Finance, or a related field. A Master’s degree or CPA (Certified Public Accountant) designation is preferred.
• Experience: 5+ years of experience in accounting, with at least 2 years in a senior or supervisory role.
• Technical Skills: Proficiency in accounting software (e.g., QuickBooks, SAP, Oracle) and Microsoft Excel. Experience with financial analysis and reporting tools.
• Knowledge: Strong understanding of GAAP, tax regulations, and financial reporting standards.
• Skills: Excellent analytical, problem-solving, and organizational skills. Strong attention to detail and the ability to meet deadlines.
• Communication: Strong written and verbal communication skills, with the ability to convey complex financial information clearly.

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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

• 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:

• Flexible & Hybrid Work Program 

• 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.