Tax Intern

Corient; Westport (CT); On-site; USD 43,000 - 59,000; Part time

Job summary

Corient in Westport, CT is offering a part-time Tax Intern position for Spring 2027. The role supports the tax team with preparing returns for individuals, trusts, estates, gifts, foundations, and businesses, using MS Word, Excel, Outlook and tax software.

You will review source documents, conduct tax research, and assist with notices and audits, while maintaining organized files and meeting deadlines. Candidates are pursuing an accounting or taxation degree, with strong communication,

Qualifications

• Pursuing a bachelor’s degree in accounting or taxation.
• Solid accounting knowledge and a basic understanding of tax laws and regulations.
• Proficiency in MS Word, Excel, and Outlook; willingness to learn specialized tax software.
• Strong problem-solving abilities, analytical and deductive reasoning skills; effective written and verbal communication.
• Detail-oriented with strong organizational and time-management skills; able to manage multiple projects with tight deadlines.

Responsibilities

• Prepare individual, trust, estate, gift, foundation, and business tax returns accurately and on a timely basis.
• Review tax source documents and data processed through OCR for accuracy.
• Conduct tax research to support planning and compliance with current tax legislation.
• Assist withFederal and State tax notices and audits for clients.
• Maintain detailed and organized tax files and supporting documents.

Skills

MS Word

Excel

Outlook

Tax Software

Analytical Thinking

Education

Bachelor's degree in accounting or taxation

Tools

OCR Review

Tax Software

Job description

Tax Intern: Spring 2027 | Corient

The Tone: This is a part-time internship at Corient, located in Westport, CT. Corient is the world’s largest multi-family office and non-bank wealth manager, dedicated to serving ultra-high- and high-net-worth individuals and families. The company focuses on helping clients enjoy a full life, preserve wealth for future generations, and support the people, causes, and communities they care about by simplifying their lives and managing their wealth. This role is crucial in supporting the tax team’s efforts to provide comprehensive solutions, ensuring timely compliance and strategic tax planning for clients.

The TL;DR

• Role: Internship
• Type: Part-time
• Location: In-person Westport, CT
• Pay: $37 hourly
• Mission: This person will help prepare various types of tax returns, conduct research, and support tax planning efforts to ensure timely compliance and strategic outcomes 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 accurately and on a timely basis.
• Review: Review tax source documents and data processed 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 for clients.
• Maintain: Maintain detailed and organized tax files, documenting all relevant information and supporting documents.

The Must-Haves

• Background: Currently pursuing a bachelor’s degree in accounting or taxation, possessing solid accounting knowledge and a general understanding of tax laws and regulations. This is an entry-level position.
• Experience: Proficiency in MS Word, Excel, and Outlook is required, along with a willingness to learn specialized tax software. No specific years of prior experience are mentioned for this internship role.
• Skills: Demonstrated superior problem-solving abilities, strong analytical and deductive reasoning skills, and effective written and verbal communication. Candidates must also exhibit strong organizational and time management skills, capable of managing multiple projects accurately and simultaneously within strict deadlines, while being detail-oriented.
• Bonus: An interest in preparing individual, trust, and business tax returns. The ability to provide exceptional client service, uphold high standards of professionalism, ethics, and integrity, maintain strict confidentiality, and function as a collaborative team player.