Tax Analyst Intern
Overview
The Cox Family Office is a family office based in Atlanta, GA that serves the shareholders of a fifth‑generation privately held company. The office is seeking a Tax Analyst Summer Intern to support tax compliance efforts. This internship offers hands‑on experience in tax compliance, tax planning for high‑net‑worth individuals, trusts, and related entities, and mentorship from experienced CPAs and tax professionals. The intern will report to the Tax Managers on the Tax and Generational Planning Group.
Responsibilities
- Assist in reviewing individual, trust, and entity tax returns under supervision.
- Support tax projections and planning analyses using Excel and tax software.
- Conduct tax research and summarize findings for the team.
- Help maintain tax documentation for charitable contributions, gifts, and other tax‑sensitive transactions.
- Assist with tax compliance calendars and filing deadlines.
- Support responses to tax audits, notices, and controversy matters, including gathering documentation and drafting initial responses under supervision.
- Participate in special projects related to tax strategy, estate planning, and generational wealth transfer.
Qualifications
- Currently pursuing a Bachelor's or Master's degree in Accounting, Tax, or a related field (150‑hour CPA track preferred).
- Strong interest in taxation and wealth management.
- Proficient in Microsoft Excel and other Office applications.
- Detail‑oriented with strong analytical and problem‑solving skills.
- Team‑oriented mindset and positive attitude.
- Ability to manage multiple priorities and work independently.
- Excellent written and verbal communication skills.
- Prior internship or coursework in tax/accounting is a plus.
- Applicants must be authorized to work in the United States for any employer without current or future sponsorship.
Pay
Hourly pay rate is $22.02 – $33.08 per hour. The base rate may vary within this range based on location and the selected candidate’s knowledge, skills, and abilities. The position may also be eligible for additional compensation such as commission or an incentive program.
Benefits
- Health care insurance (medical, dental, vision)
- Retirement planning (401(k))
- Paid days off, including sick leave, parental leave, flexible vacation/wellness days, and/or PTO