Tax Associate
ORIX Corporation USA is a subsidiary of ORIX Corporation, focusing on affordable housing investment management. The Tax Associate will prepare tax work papers, federal and state tax returns, and serve as a primary contact for taxing authorities, ensuring high-quality service and deliverables.
Responsibilities
- Meet Investor Service and Investor Limited Partner deliverable requirements, including, providing accurate draft tax return/K1 info during tax season pursuant to an agreed-upon due date schedule for approximately 150 funds
- Prepare tax work papers including partnership allocations and tax basis capital schedules, and maintain our information database
- Prepare Federal and state partnership and corporate tax returns, including state apportionment information for approximately 400 entities, including approximately 2,200 state filings
- Due to the dynamic and cyclical nature of the responsibilities of this position, individuals in this role must be flexible with the ability to work overtime, as required
Skills
- Bachelor's degree required, Accounting preferred
- 0-3 years finance, accounting, or related experience; graduate-level education may count toward experience
- Highly motivated and resilient, able to handle cyclical workloads with peak periods of high demand
- Ability to interact appropriately, and communicate effectively, with a wide range of individuals including peers, subordinates, senior management, federal and state agents, and others
- Ability to anticipate, pivot, adapt, and remain professional through sometimes tense situations
- Strong verbal and written communication skills
- Curious with the desire to continuously learn
- Ability to work effectively independently and as a team member
- Ability to balance multiple projects and meet firm deliverable deadlines
- Keen attention to detail
- Highly developed organizational skills
- Strong and pro-active problem-solving skills
- Proficiency with MS Office: Outlook, Word, Excel
- Financial and/or tax reporting experience
- Understanding of general accounting principles
- Basic project management skills
- General tax return preparation and tax accounting experience (public preferred)
- Federal and state “partnership” tax return preparation experience
- Multi-state tax return preparation experience
- Real estate and/or LIHTC tax return preparation experience
- RIA One Source software experience
Benefits
- Cash bonuses
- Long term incentives
- Health insurance
- Accident and life insurance
- Retirement benefits
- Competitive vacation policy
- Floating personal holidays
- Extensive leave options
- Annual observed holidays
- Infertility coverage
- Adoption support
- Child and elder care
- Fully paid maternity
- Generous parental leave benefits
- Hybrid working model with a 3 day in-office minimum requirement
Company Overview
Company H1B Sponsorship