We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Intern for our 2027 Summer Internship program.
This is a paid internship program (30-40 hours per week) and is designed to provide college students with an opportunity to enhance their formal education with a hands-on, career-related experience. This role is also ideal for someone looking for a part-time seasonal position in the financial industry at a nationally recognized registered investment advisory.
What you get
- Enjoy competitive wages, flexible work schedules, and updated facilities.
- We stress the importance of everyone’s role on the team - we value a collaborative and supportive work environment.
- Your career journey matters! We encourage internal moves if our company culture resonates with you.
- We are a technology-forward company, using it to create smarter, more streamlined solutions.
- Participate in financial planning and tax projects, as assigned
- Assist in the preparation of federal, state, and local individual and business income tax returns in UltraTax CS (tax preparation software)
- Create workpapers in Engagement Manager (workpaper organization/preparation software) and SurePrep (workpaper organization/preparation software) that effectively tell the story of how projects were prepared
- Utilize FirmFlow (CRM/project management) and GoFileRoom (document storage) to maintain an accurate status of workflows
- Research and analyze a wide range of tax issues
- Other duties as requested by Tax Advisors and Tax Administrators
- Starts
- 2026-08-24