Tax Intern: Returns, Research & Client Support

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

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Flex Spending Accounts & Health Saving

Dependent Care FSA

Commuter & Transit FSA

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking a part-time tax intern to support the preparation of individual, trust, estate, gift, foundation, and business tax returns. You will review source documents, conduct tax research, and assist with notices while maintaining organized client files.

The role requires currently pursuing a bachelor’s degree in accounting or taxation, strong communication and analytical skills, and the ability to work on-site for four days per week in a fast-paced, client-focused environment.

Qualifications

• This position requires currently pursuing a bachelor’s degree in accounting or taxation.
• Team player who can assist, mentor, and inspire others.
• Maintains high standards of professionalism, ethics, and integrity.

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 and stay current on new tax legislation.
• Assist with handling Federal and State Tax notices and audits.
• Maintain detailed and organized tax files with supporting documents.
• Input relevant financial records into tax return software/databases.
• Analyze tax data to maximize client outcomes.
• Support tax planning processes for clients and Tax team members.
• Solid accounting knowledge and understanding of tax laws and regulations.
• Interest in preparing individual, trust, and business tax returns.
• Proficient in MS Word, Excel, Outlook; willing to learn tax software.
• Ability to work in a fast-paced and dynamic environment.

Skills

Analytical thinking

Detail oriented

Time management

Written & verbal communication

Problem solving

Education

Bachelor’s degree in accounting/taxation

Tools

MS Word

Excel

Outlook

Job description

Corient is seeking a part-time tax intern to support the preparation of individual, trust, estate, gift, foundation, and business tax returns. You will review source documents, conduct tax research, and assist with notices while maintaining organized client files.

The role requires currently pursuing a bachelor’s degree in accounting or taxation, strong communication and analytical skills, and the ability to work on-site for four days per week in a fast-paced, client-focused environment.