Tax Intern (Spring Semester 2027, Jan-April)

Location: New York, NY; Miami, FL; San Diego, CA; or Houston, TX. Onsite four days per week.

Pay: $35–$38 per hour.

Company

A global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth individuals and families through wealth strategy, investment management, and family office services.

What you will do

• Prepare individual, trust, estate, gift, foundation, and business tax returns.
• Review tax source documents and OCR-processed data for accuracy.
• Conduct tax research and support tax planning and compliance activities.
• Assist with federal and state tax notices and audits.
• Maintain organized tax files and input financial records into tax software or databases.
• Analyze client tax data and support the Tax team in delivering timely, accurate client service.

Requirements

• Currently pursuing a bachelor’s degree in accounting or taxation.
• Solid accounting knowledge and general knowledge of tax laws and regulations.
• Proficiency in Microsoft Word, Excel, and Outlook, with willingness to learn tax software.
• Strong analytical, problem-solving, organizational, and time-management skills.
• Ability to manage multiple assignments accurately under strict deadlines and provide effective client service.
• Must be at least 18 years old and have unrestricted authorization to work in the United States; U.S. employment opportunities generally require U.S. citizenship or permanent residence.

Culture & Benefits

• Part-time schedule of approximately 24 hours per week from January through April 2027, with some flexibility.
• 401(k) plan with employer matching.
• Medical, dental, vision, life, and disability insurance options, subject to eligibility.
• Paid maternity and parental leave, flexible spending accounts, health savings accounts, and commuter benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.
• Professional environment focused on collaboration, confidentiality, ethics, and respectful client service.