Summer Tax Associate – Temporary

Equitable

Tax Associate assisting in federal and state tax return preparation at Equitable. Collaborating with peers to develop tax skills and support financial well-being.

Posted 4/15/2026internshipNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $22 per hourWebsite

About the role

Key responsibilities & impact

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
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
Assist with responding to inquiries from the IRS and other taxing authorities
Assist with the paperless environment by scanning and saving business documents such as business licenses
Participate in in-office team days as needed
Network with your peers
Meet with tax team members for regular feedback and professional development discussions

Requirements

What you’ll need

Bachelor’s or Master’s degree in accounting or finance or currently working towards a bachelor’s degree in accounting or finance
Minimum major and overall GPA of 3.0/4.0 preferred
Excellent analytical, communication (written and verbal), and interpersonal skills
Strong technical aptitude and skillset
Strong Microsoft Excel skills preferred
Ability to work efficiently and effectively in a complex team environment

Benefits

Comp & perks

Health insurance
Flexible working hours
Professional development opportunities
Team activities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

federal tax return preparationforeign tax credit analysisdividend received deductionK-1 data inputK-3 data inputinformational tax return preparationstate income tax return preparationcity income tax return preparationIRS inquiry responsebusiness document management

Soft Skills

analytical skillscommunication skillsinterpersonal skillsteam collaborationprofessional developmentnetworkingfeedback reception

Certifications

Bachelor's degree in accountingBachelor's degree in financeMaster's degree in accountingMaster's degree in finance