Tax Intern: Spring 2027

Corient; Westport, Northern (CT, KY); Hybrid; USD 48,000 - 55,000; Part time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan Options

Dental, Vision & Life Insurance

Paid Parental Leave

Job summary

Corient seeks a Tax Intern for Spring 2027 in Westport, CT. The role is part-time (~24 hours/week) with a January–April 2027 duration and onsite work four days per week.

You will assist in preparing returns for individuals, trusts, estates, and more, while learning tax laws and software in a collaborative environment. Ideal candidates are pursuing a bachelor’s degree in accounting or taxation, with strong Excel/Office skills, reliability, and a client-service mindset.

Qualifications

• Pursuing a bachelor’s degree in accounting/taxation.
• Strong proficiency in Excel and MS Office.
• Ability to handle confidential information with discretion.
• Excellent communication and organizational skills.

Responsibilities

• Prepare tax returns for individuals, trusts, estates, gifts, foundations, and businesses.
• Review tax source documents and OCR data for accuracy.
• Conduct tax research and stay current on tax legislation and reforms.
• Assist with federal and state tax notices and audits.
• Maintain organized tax files and document supporting information.
• Input data into tax return software and databases.

Skills

Tax knowledge

Tax research

Analytical thinking

Attention to detail

Communication

Time management

Education

Bachelor's degree in accounting/taxation

Tools

MS Word

Excel

Outlook

Tax software

Job description

## Tax Intern: Spring 2027Apply: US-CT-Westport-518B Riverside-0200: Part time: Posted Today: JR6190**Join a team that values your ambition and empowers your growth** At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.**Location:** Westport, CT**Duration:** January-April 2027 (with flexibility) / ~24 hours per week (with flexibility)## ## **Key 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. Be proactive and stay current on new tax legislation and tax reform.* 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.## **Key Competencies:*** Solid accounting and knowledge of tax laws and regulations in general.* Interest in preparing individual, trust, and business tax returns.* Proficient in MS Word, Excel, Outlook, and willingness to learn tax software.* Ability to work in a fast-paced and dynamic environment.* Effective written and verbal communication and interpersonal skills.* Superior problem-solving abilities as well as good decision-making skills.* Strong analytical and deductive reasoning skills.* Detail oriented.* Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines.* Ability to provide exceptional client service and exhibits a sense a of urgency to complete work in a timely and accurate manner.## **Education and Credentials:*** 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.### *This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.***Pay Information**This position is non-exempt and is paid according to the laws of the State of Connecticut. The pay for this position is$37/hour**.** We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.**Physical Requirements*** This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.* This position may require the ability to lift up to 15 pounds.* This position is required to work onsite 4 days per week. **U.S. Eligibility Requirements*** Must be 18 years of age or older.* Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.* Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.* Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. **What You Can Expect from Us**Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:* 401(k) Plan with Employer Matching* Four Medical Plan options that is generously subsidized by Corient* Employer paid Dental, Vision & Life and AD&D Insurance* Employer paid Short-term & Long-term Disability* Paid Maternity & Parental Leave* Flexible Spending Accounts & Health Savings Accounts* Dependent Care FSA* Commuter & Transit FSA* Corporate Discount Program - Perkspot* Training Reimbursement* Paid Professional Designations* Giving back to the community - Volunteer days Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.