Estate Planning Intern

Jobtailor; United States; On-site; USD 21,000 - 30,000; Part time

Job summary

Jobtailor is seeking a detail-oriented student for an internship focused on estate planning and tax strategies. You will assist with tax planning, client meetings, and preparation of tax documents for high-net-worth clients.

The role includes developing balance sheets and cash flow projections, researching tax issues, and creating educational materials. This internship offers exposure to wealth transfer planning in a professional firm setting.

Qualifications

• Pursuing a bachelor’s degree in accounting, finance or business. GPA minimum 3.0.
• Interest in wealth transfer planning, estate/gift tax, insurance.

Responsibilities

• Understand estate planning techniques and tax reduction strategies for clients.
• Provide tax planning and consulting support.
• Assist with constructing personal balance sheets and cash flow projections.
• Review existing documents and meet with clients to discuss estate plans.
• Prepare tax memorandums and research taxation issues.
• Create materials and presentations on estate tax topics.
• Prepare gift tax (709), estate tax (706), and trust income tax (1041) returns.
• Collaborate with staff at all levels and welcome high-net-worth clients.

Skills

Estate planning

Tax planning

Tax return prep

Research on taxation

Technical writing

Client service

Communication skills

Education

Bachelor's degree in accounting/finance/business

Job description

Responsibilities

• Understand estate planning techniques and how they assist clients with tax reduction strategies
• Provide tax planning and consulting support
• Assist with constructing personal balance sheets and cash flow projections
• Review current documents and meet with clients to discuss existing estate plans
• Research technical issues relating to estate, gift, or trust income taxation
• Prepare tax memorandums
• Create practice tools, materials, and presentations on estate tax-related topics
• Prepare gift tax returns (709), estate tax returns (706), and trust income tax returns (1041)
• Collaborate with staff at all levels of the firm
• Welcome high-net-worth individuals and families into the client repertoire

Requirements

• Detail-oriented leader with client service, problem solving, and written and verbal communication skills
• Pursuing a bachelor’s degree with an emphasis in accounting, finance, or another business-related curriculum
• Minimum cumulative GPA of 3.0
• Strong interest in wealth transfer planning strategies, including estate planning, insurance, and estate/gift tax
• Prior Accounting, Finance, or related field internship experience preferred, but not required
• Must be legally authorized to work in the United States without sponsorship, except qualified bilingual candidates in Japanese and English or Chinese and English
• May require work hours exceeding the standard 40-hour work week
• May require local, national, and occasional international travel

Core Competencies

Demonstrates expertise in estate planning techniques, tax planning, and consulting, with a strong focus on wealth transfer strategies. Proficient in preparing various tax returns and creating educational materials for clients, while maintaining exceptional client service and communication skills.

Highest-signal resume keywords

• Estate Planning Techniques
• Tax Planning and Consulting
• Preparation of Tax Returns
• Client Service Skills
• Wealth Transfer Planning

Hard Skills

• Tax Memorandum Preparation
• Personal Balance Sheet Construction
• Cash Flow Projection
• Gift Tax Return Preparation
• Estate Tax Return Preparation
• Trust Income Tax Return Preparation
• Research on Taxation Issues
• Technical Writing

Soft Skills

• Detail-Oriented
• Problem Solving
• Written Communication
• Verbal Communication

Industry Keywords

• High-Net-Worth Individuals
• Estate Tax
• Gift Tax
• Trust Income Tax
• Wealth Transfer Strategies