Intern, Tax

Job Description

Intern, Tax – Tulsa, OK | Mariner

The Tone:
This is an internship at Mariner, located in Tulsa, OK. Mariner is a firm dedicated to servicing high net worth individuals with comprehensive tax and wealth advisory support. This role is crucial as it offers hands-on learning through real client work, enabling interns to develop foundational knowledge in tax planning and compliance within a supportive team environment. It provides an opportunity to contribute directly to client service initiatives while nurturing professional growth.

The TL;DR
• Role: Internship
• Location: In-person, Tulsa, OK
• Team: Reports to experienced tax professionals; collaborates with tax and wealth advisory teams.
• Mission: To assist in servicing high net worth individuals by supporting the preparation and compliance of various tax returns and related financial projects.
• Tech Stack: Microsoft Excel, Word, specialized tax planning and preparation software.

What You’ll Actually Do
• Tax Preparation: Assist with the preparation of tax returns, income tax projects, estimated tax vouchers, and extension forms under professional guidance.
• Client Records Management: Organize and maintain client tax files and electronic records, supporting administrative and task compliance.
• Document Review and Reconciliation: Prepare supporting schedules, reconcile client information, and review tax documents for completeness and accuracy.
• Professional Development: Participate in training sessions, associate meetings, and development opportunities to build technical tax knowledge and understand firm processes.
• Tax Research and Inquiry Support: Conduct basic tax research and assist in gathering information for taxing authority inquiries and changes in tax laws and regulations.

The Must-Haves
• Background: Entry-Level. Pursuing a bachelor’s or master’s degree with an expected graduation date within 24 months.
• Experience: Demonstrated leadership experience through work or extracurricular activities.
• Skills: Strong aptitude for working with numbers, basic knowledge of accounting or tax principles, eagerness to learn, high level of confidentiality, and strong organizational skills.
• Bonus: Pursuing a degree in Accounting, Finance, Business, or a related field.