Corient · 1 month ago
Tax Intern
Miami, FL
Internship
Onsite
InternCorient is a wealth management platform that helps high- and ultra-high-net-worth individuals preserve their wealth. As a Tax Intern, you will gain valuable experience in the tax/accounting industry while supporting the Tax team with various responsibilities related to tax return preparation and compliance.
AdviceConsultingWealth Management
No H1B
U.S. Citizen Only
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
Qualification
Required
Currently pursuing a bachelor's degree in accounting/taxation
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
Must be 18 years of age or older
Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation
Must have unrestricted work authorization to work in the United States
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
Benefits
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
Company
Corient
Corient offers wealth management and consulting services.
Founded in 2015
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Nimesh Patel
Partner, Chief Technology Officer
Andrew Walsh, CPA, CFP®, CTFA
Manager of Personal CFO Services
Recent News
2025-10-03
2025-09-29
Company data provided by crunchbase