Intern, Tax - Corte Madera, CA

Mariner Wealth Advisors; Corte Madera (CA); On-site; USD 28,000 - 34,000; Part time

Job summary

Mariner Wealth Advisors is seeking an Intern, Tax to assist our team with personal and business tax returns for high net worth clients. You will gain hands-on experience in tax planning and compliance while working under experienced professionals.

You will help prepare returns, organize client files, and participate in training sessions to develop technical knowledge and firm processes in a collaborative environment.

Qualifications

• Pursuing a bachelor’s or master’s degree with an expected graduation date within 24 months of the start of the internship.
• Pursuing a degree in Accounting, Finance, Business or related field.

Responsibilities

• Assist with the preparation of tax returns and related documents under supervision.
• Organize and maintain client tax files and records, including billing information.
• Prepare supporting schedules and reconcile client information for accuracy.
• Participate in training meetings and professional development to learn firm processes.

Skills

Numerical accuracy

Accounting basics

Tax principles basics

Learning mindset

Team collaboration

Communication skills

Time management

MS Excel

MS Word

Education

Bachelor’s or Master’s degree with 24-month window

Accounting/Finance/Business related degree

Tools

Microsoft Excel

Microsoft Word

Job description

Job Summary:

The Intern, Tax will assist our team members in servicing high net worth individuals with a focus on personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. The role provides hands‑on learning through real client work, allowing interns to develop foundational knowledge of tax planning and compliance.

Essential Duties and Responsibilities:

• Assist with the preparation of tax returns, income tax projects, estimated tax vouchers, extension forms, and supporting work papers under the guidance of experienced tax professionals.
• Organize and maintain client tax files and electronic records while assisting with administrative and task compliance support tasks, including gathering information for billing and other client service needs.
• Prepare supporting schedules, reconcile client information, and review tax documents for completeness and accuracy prior to preparation and filing.
• Participate in training sessions, associate meetings, and professional development opportunities to build technical tax knowledge and gain exposure to firm processes and best practices.
• Conduct basic test research and assist with gathering information related to inquiries from taxing authorities and changes in tax laws and regulations.
• Learn and follow the firm's quality control procedures, professional standards, and confidentiality requirements throughout all assignments.
• Collaborate with tax and wealth advisory teams to gain exposure to integrated tax and financial planning concepts and support client service initiatives.
• Assist with special projects and other assignments that support the tax team and enhance the overall client experience.

Required Education and Experience:

• Pursuing a bachelor’s or master’s degree with an expected graduation date within 24 months of the start of the internship.
• Demonstrated leadership experience through work or extracurricular activities.

Preferred Education and Experience:

• Pursuing a degree in Accounting, Finance, Business or related field.

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 fast-paced, team-oriented environment.
• Able to work well within a team, supporting colleagues and contributing to shared goals in a professional environment.
• 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, including the ability to explain findings clearly.
• Proficiency in Microsoft Excel and Word; willingness to learn specialized tax planning and preparation software.

Supervisory Responsibilities:

• None

Physical Demands/Requirements:

The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and phones. Reasonable accommodations my be made to enable individuals with disabilities to perform the essential functions.

Travel Requirements:

None

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V