Tax Intern

Corient; New York (NY); On-site; USD 48,000 - 52,000; Part time

Job summary

Corient is seeking a Tax Intern for a part-time role in New York, NY with additional locations nationwide. You will assist the tax team in preparing individual, trust, estate, gift, foundation, and business tax returns and support tax planning for high-net-worth clients.

The position requires pursuing a bachelor’s degree in accounting/taxation, willingness to learn tax software, and proficiency in MS Word, Excel, and Outlook.

Qualifications

• Pursuing a bachelor’s degree in accounting/taxation.
• Interest in preparing individual, trust, and business tax returns; willingness to learn tax software.
• Proficient in MS Word, Excel, and Outlook; strong written and verbal communication.
• Strong analytical, deductive reasoning and time-management skills; maintains confidentiality.

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 planning and compliance with current tax legislation.
• Assist with handling Federal and State Tax notices and audits.
• Maintain detailed and organized tax files with supporting documentation.

Skills

MS Word

Excel

Outlook

Written communication

Verbal communication

Analytical thinking

Time management

Education

Bachelor's degree in accounting/taxation

Tools

Tax software

Job description

Tax Intern | Corient

The Tone: This is a part-time internship at Corient, located in New York, NY, Miami, FL, San Diego, CA or Houston, TX. Corient is the world’s largest multi-family office and non-bank wealth manager, focused on serving ultra-high- and high-net-worth clients by providing comprehensive solutions across investment management, wealth strategy, and family office services. This role matters by directly supporting the tax team in delivering precise and timely tax services, enabling clients to preserve their wealth for future generations. The intern’s contributions are crucial for simplifying client lives and establishing lasting legacies.

The TL;DR

• Role: Internship
• Type: Part-time
• Location: New York, NY, Miami, FL, San Diego, CA or Houston, TX
• Pay: $35–$38 hourly
• Mission: This intern ensures accurate and timely tax compliance and planning support for high-net-worth clients.
• Tech Stack: MS Word, Excel, Outlook, tax software

What You’ll Actually Do

• Prepare: Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis.
• Review: Review tax source documents and data pushed through OCR for accuracy.
• Conduct: Conduct tax research to support tax planning and compliance efforts, staying current on new tax legislation.
• Assist: Assist with handling Federal and State Tax notices and audits.
• Maintain: Maintain detailed and organized tax files, including documenting all relevant information and supporting documents.

The Must-Haves

• Background: Currently pursuing a bachelor’s degree in accounting/taxation; solid accounting and general tax law knowledge.
• Experience: Interest in preparing individual, trust, and business tax returns; willingness to learn tax software.
• Skills: Proficient in MS Word, Excel, and Outlook; effective written and verbal communication; superior problem-solving and decision-making abilities; strong analytical and deductive reasoning skills; strong organizational and time management skills to manage projects accurately within deadlines.
• Bonus: Team player who can assist and inspire others, upholds high standards of professionalism, ethics, and integrity, and maintains strict confidentiality.