Tax Intern — Wealth Planning & Compliance

Corient; New York, Northern (NY, KY); Hybrid; 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

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health FS

Commuter & Transit FSA

Training Reimbursement

Giving back to the community

Job summary

Corient is seeking a part-time Tax Associate to prepare individual, trust, estate, and business tax returns in locations including New York, New York. The role involves reviewing source documents, performing tax research, and staying current with tax law changes to support planning and compliance efforts.

Responsibilities include handling notices and audits, maintaining organized files, and inputting data into tax software.

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.
• 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.

Skills

Attention to detail

Analytical thinking

Communication skills

Team player

Ethics & confidentiality

Education

Bachelor’s degree in accounting/taxation

Tools

MS Word

MS Excel

MS Outlook

Job description

Corient is seeking a part-time Tax Associate to prepare individual, trust, estate, and business tax returns in locations including New York, New York. The role involves reviewing source documents, performing tax research, and staying current with tax law changes to support planning and compliance efforts.

Responsibilities include handling notices and audits, maintaining organized files, and inputting data into tax software.