2026 Summer Tax Associate (temporary/hybrid)

Equitable•New York, NY

1d•$22•Hybrid

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. 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. This position offers a hybrid work schedule (up to 19 hours per week), with an on–site as needed combining flexibility with team collaboration.

Requirements

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
The willingness and ability to work a hybrid remote/in-office schedule
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
Accountability: Understanding the importance of taking personal responsibility; ability to take personal responsibility for assignments, decisions and results, and focus on activities that have the greatest impact on meeting work commitments.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Responsibilities

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
Identify and carry out other projects as assigned