Tax Intern: High Net Worth Client Experience

Mariner; Tulsa (OK); On-site; USD 2,066,000 - 3,031,000; Full time

Job summary

Mariner seeks an Intern, Tax to assist in servicing high net worth individuals with a focus on various tax returns. You will gain hands-on learning through real client work, developing foundational knowledge of tax planning and compliance.

Work with experienced professionals, participate in training sessions, and contribute to client service and confidential data handling in a professional office setting.

Qualifications

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

Responsibilities

• Assist with the preparation of tax returns and related documents under supervision.
• Organize client tax files and assist with administrative tasks including billing materials.
• Prepare schedules, reconcile information, and review documents for accuracy.
• Participate in training and professional development to build tax knowledge.
• Learn tax law changes and support firm processes and confidentiality requirements.
• Collaborate with tax and wealth advisory teams to support client service initiatives.

Skills

Numbers

Accounting basics

Tax principles

Teamwork

Confidentiality

Time management

Communication

Excel

Word

Tax software

Education

Pursuing bachelor’s or master’s degree with 24 months of graduation

Accounting/Finance/Business related field

Tools

Microsoft Excel

Microsoft Word

Tax software

Job description

Mariner seeks an Intern, Tax to assist in servicing high net worth individuals with a focus on various tax returns. You will gain hands-on learning through real client work, developing foundational knowledge of tax planning and compliance.

Work with experienced professionals, participate in training sessions, and contribute to client service and confidential data handling in a professional office setting.