Tax Intern

About the role

We help high- and ultra-high-net-worth individuals and families enjoy a full life, preserve their wealth, and establish legacies that last for generations.

Key Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis.
• Review tax source documents and data pushed through OCR for accuracy.
• Conduct tax research to support tax planning and compliance efforts.
• Be proactive and stay current on new tax legislation and tax reform.
• Handle Federal and State Tax notices and audits.
• Maintain detailed and organized tax files, including documenting all relevant information and supporting documents for tax returns.
• Collect and input relevant financial records into tax return software or databases.
• Analyze tax data submitted by clients to maximize the outcome to the client.
• Aid in the tax planning process for clients and members of the Tax team.

Key Competencies

• Solid accounting and knowledge of tax laws and regulations in general.
• Interest in preparing individual, trust, and business tax returns.
• Proficient in MS Word, Excel, Outlook, and 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 as well as good decision-making skills.
• Strong analytical and deductive reasoning skills.
• Detail oriented.
• Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.
• Ability to provide exceptional client service and exhibits a sense of urgency to complete work in a timely and accurate manner.

Education And Credentials

• Currently pursuing a bachelor’s degree in accounting/taxation.
• Team player who can assist, mentor, and inspire others.
• Upholds high standards of professionalism, ethics, and integrity.
• Maintains strict confidentiality regarding client and firm matters.

Physical Requirements

• Requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.

Additional Information

• This position requires the ability to lift up to 15 pounds.
• The position is required to work onsite 4 days per week.
• Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• U.S. Eligibility Requirements: Must be 18 years of age or older and have unrestricted work authorization to work in the United States.
• For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
• Credentials: Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect From Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Paid Professional Designations
• Volunteer days

Equal Opportunity Employer

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.