Tax Intern: Growth-Driven, Flexible 24h/Week

CI Financial; San Diego (CA); On-site; USD 48,000 - 52,000; Part time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plans

Dental & Vision Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Commuter & Transit FSA

Professional Development Support

Job summary

Corient is seeking a part-time Tax Intern to support our tax team in preparing individual, trust, estate, and business returns. The role involves reviewing source documents, performing tax research, and assisting with notices and audits.

You will work in a fast-paced environment, gain exposure to multi-state taxation, and learn tax software while delivering accurate results under supervision.

Qualifications

• 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.

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.
• 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 the outcome to the client.
• Support the tax planning process for clients and members of the Tax team.

Skills

Tax preparation

Tax research

Data entry

Analytical thinking

MS Word

MS Excel

MS Outlook

Communication

Education

Bachelor's degree in accounting/taxation

Tools

Tax software

Job description

Corient is seeking a part-time Tax Intern to support our tax team in preparing individual, trust, estate, and business returns. The role involves reviewing source documents, performing tax research, and assisting with notices and audits.

You will work in a fast-paced environment, gain exposure to multi-state taxation, and learn tax software while delivering accurate results under supervision.