Financial Planning & Tax Intern - Spring & Summer

Heritage Wealth Advisors; Pittsburgh (Allegheny County); On-site; USD 2,066,000 - 3,444,000; Part time

Job summary

Heritage Wealth Advisors offers a Financial Planning & Tax Intern position for Spring and Summer. The internship is in‑person and based in Pittsburgh, PA or Richmond, VA, requiring 15–20 hours per week with potential for additional hours.

Interns will work with the Financial Planning & Tax Team to gain hands‑on experience serving high‑net‑worth clients, assisting with research, analysis, and planning materials under supervision.

Qualifications

• Recent graduate or current student studying accounting, finance, economics, or related field.
• Minimum GPA of 3.0.
• Minimum commitment of 15–20 hours per week, in person.
• Proficiency with Microsoft Excel, PowerPoint, and Word.
• Strong organization, analytical ability, attention to detail, and time management.

Responsibilities

• Assist with client meeting preparation by supporting Wealth Advisors and Planning Associates.
• Gather information to analyze and prepare comprehensive financial plans.
• Draft client communications via email, phone, and written notes.
• Participate in client meetings when appropriate and document key info and next steps.
• Assist with tax planning and support development of strategies for clients.
• Maintain accurate CRM records of client communications, tasks, and appointments.
• Support day-to-day operations and flexible priorities within the Heritage team.

Skills

Analytical thinking

Time management

Effective communication

Collaborative

Integrity

Detail oriented

Education

Accounting/Finance/Economics major

Tools

Microsoft Office

Job description

Financial Planning & Tax Intern - Spring & Summer

Richmond, Virginia or Pittsburgh, PA

Internship | In‑Person

Minimum Commitment: 15–20 hours per week, with opportunity for additional hours

Reports to: Professionals on the Financial Planning & Tax Team

Heritage Wealth Advisors offers a dynamic internship opportunity within our Financial Planning & Tax Team, designed to provide hands‑on experience in serving the complex needs of high‑net‑worth clients. This role supports the delivery of integrated financial, estate, and tax planning solutions, ensuring exceptional client service and operational excellence.

Interns will contribute meaningfully to client engagements by assisting with research, analysis, and preparation of planning materials. Working closely with Wealth Advisors and senior team members, interns will gain exposure to sophisticated strategies and collaborate across internal teams to uphold Heritage’s commitment to precision and personalized service. Strong analytical skills, attention to detail, and a proactive mindset are essential for success in this role.

This internship plays a vital part in advancing Heritage’s mission to deliver comprehensive wealth management solutions within a multi‑family office environment.

The Work

• Support client meeting preparation, assisting Wealth Advisors and Wealth Planning Associates with client meetings and proposals.
• Build hands‑on planning experience, gathering information to analyze and prepare comprehensive financial plans.
• Draft client communications, including email, telephone, and written correspondence.
• Participate in client meetings, when appropriate, and document key information and next steps.
• Assist with tax planning, supporting the development of tax planning strategies for clients.
• Maintain accurate CRM records, updating client communications, tasks, and appointments in the Customer Relationship Management system.
• Support day‑to‑day operations, assisting the Heritage team with administrative responsibilities and evolving priorities.

The Intern We’re Looking For

• You’re intellectually curious, with an interest in financial planning, tax, and serving complex client relationships.
• You take ownership of the details, bringing strong organization, analytical ability, and time management to your work.
• You communicate effectively, both verbally and in writing.
• You’re self‑motivated, enthusiastic, and comfortable working collaboratively.
• You value collaboration, working constructively with team members to support collective goals.
• You act with integrity, prioritizing fiduciary responsibility and ethical conduct.
• You bring passion to the work, with a commitment to excellence and meaningful outcomes for clients.

Qualifications

• Recent graduate or current junior or senior college student studying accounting, finance, economics, or another relevant field.
• Minimum GPA of 3.0.
• Minimum commitment of 15–20 hours per week, in person, with opportunity for additional hours.
• In‑person work required.
• Proficiency with Microsoft Office programs, including Excel, PowerPoint, and Word.
• Strong organization, analytical ability, attention to detail, and time management skills.
• Effective verbal and written communication skills.
• Demonstrated alignment with Heritage Core Values: Collaboration, Intellectual Curiosity, Integrity, and Passion.
• Paid internship with a competitive hourly rate commensurate with experience.
• Opportunity for an extended internship or permanent employment.
• Direct exposure to firm partners and senior management.
• Flexibility with school schedules.

About Heritage

Heritage Wealth Advisors is an independently owned Registered Investment Advisor and multi‑family office serving ultra‑high‑net‑worth families, individuals, and institutions.

Since 2005, we have helped clients protect, grow, share, and sustain wealth across generations. Our work brings together interconnected disciplines: Family Office, Financial Planning, Investment Management, Tax Planning & Compliance, Philanthropy, and Institutions.

With offices in Richmond and Charlottesville, Virginia, and Pittsburgh, Pennsylvania, Heritage is built around a collaborative model and a commitment to enduring relationships, thoughtful stewardship, and continuous improvement.