Tax Intern (Spring Semester 2027, Jan-April)

Tax Intern (Spring Semester 2027)

Duration: January 2027 - April 2027 (flexible)

Hours: Approximately 24 hours per week (flexible)

Locations: New York, NY; Miami, FL; San Diego, CA; Houston, TX

Pay: $35-$38/hour

Key Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns.
• Review tax source documents and data processed through OCR for accuracy.
• Conduct tax research to support tax planning and compliance.
• Stay current on new tax legislation and tax reform.
• Assist with handling Federal and State Tax notices and audits.
• Maintain detailed and organized tax files, documenting relevant information and supporting documents.
• Collect and input relevant financial records into tax return software or databases.
• Analyze tax data submitted by clients to maximize client outcomes.
• Support the tax planning process for clients and the Tax team.

Requirements & Tech Stack

• Currently pursuing a bachelor’s degree in Accounting/Taxation.
• Proficient in MS Word, Excel, Outlook.
• Willingness to learn tax software.
• Ability to work in a fast-paced and dynamic environment.
• Effective written and verbal communication and interpersonal skills.
• Superior problem-solving abilities and good decision-making skills.
• Strong analytical and deductive reasoning skills.
• Detail-oriented.
• Strong organizational and time management skills, ability to manage multiple projects accurately under deadlines.
• Ability to provide exceptional client service and exhibit a sense of urgency.
• Team player.
• Upholds high standards of professionalism, ethics, and integrity.
• Maintains strict confidentiality.
• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States (U.S. citizens or permanent residents).
• Willingness to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.
• Required to work onsite 4 days per week.

Qualifications

• Solid accounting knowledge and general knowledge of tax laws and regulations.
• Interest in preparing individual, trust, and business tax returns.
• Physical capabilities to work in an office environment, including prolonged sitting and computer work.
• Ability to lift up to 15 pounds.