Tax Administrative Intern
Be part of a growing investment advisory firm that specializes in investment management and financial planning for high-net-worth individuals. As a paid Tax Administrative Intern, you will encounter many different aspects of the tax planning and preparation business; including, but not limited to the following:
- Assisting with the administrative process of creating tax organizers, sending to clients, collecting data and compiling information for electronic workpapers
- Processing tax returns, including scanning, copying, compiling and mailing returns
- Inputting tax data into appropriate software
- Producing electronic workpapers for next level review in conformance with department standards
- Tracking and updating the status of returns
- Assisting department members as needed
Qualifications: The following are minimum qualifications:
- Current undergraduate exposure to accounting with an interest in tax
- Friendly, strong desire to learn, and ability to take direction
- Excellent written and verbal communication skills
- Ability to work in a team environment
- Ability to work 15-20 hours a week from mid-February to mid-April
Our tax services team focuses on providing tax planning and compliance services for individuals, fiduciaries and business entities. This internship will aid you in deciding if tax planning and preparation is a career that would interest you as well as introducing you to many different aspects of the Registered Investment Advisor (RIA) business.