Tax Analyst Intern
Core
Support tax compliance efforts and planning for high-net-worth individuals, trusts, and entities within a family office.
Role type
Tax Analyst Intern
Builds
Tax compliance documentation and planning analyses for private wealth clients
Domain
Private wealth management / Tax compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Tax return review, tax projections, tax research, tax documentation maintenance, compliance calendar management, audit response support, Excel proficiency
Preferred skills
CPA track progress, prior tax/accounting internship, estate planning knowledge
Technologies
Microsoft Excel, tax software
Responsibilities
Review individual, trust, and entity tax returns; Support tax projections and planning analyses; Conduct tax research and summarize findings; Maintain tax documentation for charitable contributions and gifts; Assist with tax compliance calendars; Support responses to tax audits and notices; Participate in special projects related to tax strategy and generational wealth transfer
Seniority
Intern