Tax Intern

About the Role

Corient, the world's largest multi-family office and non-bank wealth manager, is seeking a motivated individual to join our team. We help high- and ultra-high-net-worth individuals and families preserve wealth for future generations, simplify lives, and establish lasting legacies. This is a temporary position available in New York, NY; Miami, FL; San Diego, CA; or Houston, TX.

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; stay current on new tax legislation and reform.
• Assist with handling 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 outcomes for the client.
• Support 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 and good decision-making skills.
• Strong analytical and deductive reasoning skills.
• Detail oriented.
• Strong organizational and time management skills, with the ability to 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.

Pay

The pay range for this position is $35-$38/hour. This range takes into account factors including experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs.

Schedule

Duration: January 2027 – April 2027 (with flexibility), approximately 24 hours per week (with flexibility). This position is required to work onsite 4 days per week.

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options that are generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program – Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community – Volunteer days