Tax Summer Associate Jobs

Tax Summer Associate

At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

At Equitable, you will be exposed to tax procedures including the preparation of supporting workpapers on various tax returns and projects, including tax credits and deductions. You will have an opportunity to work alongside senior management and peers as a member of the internal tax team. Additionally, you will have an opportunity to learn new skillsets, be involved in office community activities twice a month and build lasting relationships with members of the Equitable tax team.

Essential Duties and Responsibilities

• Inputting data for informational tax return items into Corptax return software
• Gathering and analyzing outside funds’ annual reports and other reports for foreign tax credit and dividend received deduction disclosures
• Meet with tax team members for regular feedback and professional development discussions
• Prepare separate company state returns
• Inputting data received from schedule K-1s and K-3s
• Process mailings of the state and city income tax returns
• Assist with the paperless environment by scanning and saving business documents such as business licenses
• Assist in the preparation of the federal tax return
  • Gathering and analyzing outside funds’ annual reports and other reports for foreign tax credit and dividend received deduction disclosures
  • Inputting data received from schedule K-1s and K-3s
  • Preparing other deductions workpaper
  • Inputting data for informational tax return items into Corptax return software
• Identify and carry out other projects as assigned
• Assist in the preparation of state and city income tax returns
  • Prepare separate company state returns
  • Prepare city income tax returns
  • Process mailings of the state and city income tax returns
• Network with your peers
• Preparing other deductions workpaper
• Participate in in-office team days twice a month in either the Charlotte, Jersey City, or New York office locations
• Assist with responding to inquiries from the IRS and other taxing authorities
• Prepare city income tax returns

The base salary for this position is $22/hour

Location: Charlotte, NC or NY Metro area

This is a remote role, but required to be in office on an "as need" basis

Qualifications

Required

• Minimum major and overall GPA of 3.0/4.0 preferred
• Bachelor’s or Master’s degree in accounting or finance or currently working towards a bachelor’s degree in accounting or finance
• The willingness and ability to work a hybrid remote/in-office schedule

Preferred

• Ability to work efficiently and effectively in a complex team environment
• Strong technical aptitude and skillset
• Excellent analytical, communication (written and verbal), and interpersonal skills
• Strong Microsoft Excel skills preferred

ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected].

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