Tax Analyst Intern: Wealth Planning & Compliance

Cox; Atlanta (GA); On-site; USD 30,000 - 46,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement planning

Paid time off

Job summary

Cox Family Office in Atlanta, GA seeks a Tax Analyst Intern to support tax compliance for high-net-worth individuals and estates. You will assist with returns, projections, and research under CPAs and tax professionals, reporting to Tax Managers in the Tax and Generational Planning Group.

The role emphasizes hands-on learning in tax planning, documentation, and assisting with audits and charitable tax matters, ideal for students pursuing Accounting or Tax degrees.

Qualifications

• Pursuing a Bachelor's or Master's degree in Accounting, Tax, or related field (150-hour CPA track preferred).
• Interest in taxation and wealth management.
• Proficient in Excel and Office applications.
• Detail oriented with strong analytical and problem-solving skills.
• Team-oriented with the ability to manage multiple priorities and work independently.
• Excellent written and verbal communication skills.

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.
• 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.
• Participate in special projects related to tax strategy, estate planning, and generational wealth transfer.

Skills

Analytical skills

Attention to detail

Communication skills

Teamwork

Prioritization

Independent work

Education

Bachelor's or Master's in Accounting/Tax

Tools

Microsoft Excel

Office suite

Job description

Cox Family Office in Atlanta, GA seeks a Tax Analyst Intern to support tax compliance for high-net-worth individuals and estates. You will assist with returns, projections, and research under CPAs and tax professionals, reporting to Tax Managers in the Tax and Generational Planning Group.

The role emphasizes hands-on learning in tax planning, documentation, and assisting with audits and charitable tax matters, ideal for students pursuing Accounting or Tax degrees.