Intern, Tax

Job Description

Intern, Tax- Cincinnati, OH | Mariner

The Tone:
This is an internship at Mariner, located in Cincinnati, OH. Mariner is a financial services firm dedicated to giving associates progressive opportunities, nurturing professional growth, and fostering a diverse culture that supports career goals and work-life balance. This internship offers hands-on experience by assisting team members in servicing high-net-worth individuals, specifically focusing on personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. The role provides practical learning through real client engagements, allowing interns to build foundational knowledge in tax planning and compliance, which is crucial for delivering comprehensive client service.

The TL;DR
• Role: Internship
• Type: Full-time
• Location: In-person Cincinnati, OH

• Team: Reports to experienced tax professionals and collaborates with wealth advisory teams.
• Mission: To assist in servicing high net worth individuals with various tax returns, supporting administrative tasks, and developing foundational knowledge in tax planning and compliance through real client work.
• Tech Stack: Microsoft Excel, Word, specialized tax planning and preparation software.

What You’ll Actually Do
• Tax Return Assistance: Assist experienced tax professionals with the preparation of various tax returns, including income tax projects, estimated tax vouchers, extension forms, and supporting work papers.
• Client Data Management: Organize and maintain client tax files and electronic records, assisting with administrative tasks and gathering information for billing and other client service needs.
• Document Accuracy & Reconciliation: Prepare supporting schedules, reconcile client information, and meticulously review tax documents for completeness and accuracy prior to preparation and filing.
• Professional Growth & Learning: Actively participate in training sessions, associate meetings, and professional development opportunities to build technical tax knowledge and gain exposure to firm processes and best practices.
• Tax Research & Compliance Support: Conduct basic tax research and assist with gathering information related to inquiries from taxing authorities and changes in tax laws and regulations, while learning and following the firm’s quality control procedures and professional standards.

The Must-Haves
• Background: Entry-Level. Pursuing a bachelor’s or master’s degree with an expected graduation date within 24 months of the internship start date.
• Experience: Demonstrated leadership experience through work or extracurricular activities.
• Skills: Strong aptitude for working with numbers and performing detailed calculations accurately; Basic knowledge of accounting or tax principles; Eagerness to learn and ask questions in a team-oriented environment; Able to work well within a team; High level of confidentiality and discretion when handling sensitive client information; Strong organizational and time management skills to meet multiple deadlines; Excellent written and verbal communication skills; Proficiency in Microsoft Excel and Word, with a willingness to learn specialized tax planning and preparation software.
• Bonus: Pursuing a degree in Accounting, Finance, Business or a related field.