2026 Summer Tax Associate (temporary/hybrid)

2026 Summer Tax Associate (temporary/hybrid)

Primary Location : UNITED STATES-NY-New York

Organization : Equitable

Schedule : Full-time

About the Role

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.

What You'll Be Doing

• 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

This position offers a hybrid work schedule (up to 19 hours per week), with an on–site as needed combining flexibility with team collaboration.

The base salary for this position is $22/hour

What You'll Bring

• 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.

ABOUT EQUITABLE


At Equitable, we’re a team 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. Click Careers at Equitable to learn more.


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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].