Tax Intern

Job Description

Tax Intern | Corient

The Tone:
This is a part-time internship at Corient, located in New York, NY, Miami, FL, San Diego, CA or Houston, TX. Corient is the world’s largest multi-family office and non-bank wealth manager, focused on serving ultra-high- and high-net-worth clients. This role is crucial for assisting clients in preserving wealth for future generations and establishing lasting legacies through meticulous tax compliance and planning support. The company seeks talented individuals who value growth and contributions within a collaborative environment.

The TL;DR
• Role: Internship
• Type: Part-time, ~24 hours per week
• Location: In-person, New York, NY, Miami, FL, San Diego, CA or Houston, TX
• Pay: $35–$38 hourly
• Mission: This person ensures accurate and timely tax compliance and supports tax planning for high- and ultra-high-net-worth individuals and families.
• Tech Stack: MS Word, Excel, Outlook, tax software

What You’ll Actually Do
• Prepare: You will prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis.
• Review: You will review tax source documents and data processed through OCR for accuracy.
• Research: You will conduct tax research to support tax planning and compliance efforts, staying current on new tax legislation.
• Support: You will assist with handling Federal and State Tax notices and audits.
• Analyze: You will analyze tax data submitted by clients to maximize favorable outcomes.

The Must-Haves
• Background: Currently pursuing a bachelor’s degree in accounting/taxation, with solid accounting and general tax law knowledge.
• Experience: An interest in preparing individual, trust, and business tax returns, along with willingness to learn tax software.
• Skills: Proficient in MS Word, Excel, and Outlook, with strong analytical, deductive reasoning, and problem-solving abilities.
• Bonus: Upholds high standards of professionalism, ethics, and integrity, and maintains strict confidentiality.