Intern, Financial Services Tax - Summer 2027

Alvarez & Marsal; New York (NY); On-site; USD 75,000 - 92,000; Full time

Job summary

Alvarez & Marsal seeks an Intern in Financial Services Tax for Summer 2027 in New York. You will support the Tax Financial Services team, focusing on banks, PE firms, and hedge funds, contributing to tax compliance, research, and planning efforts.

The role emphasizes learning, collaboration, and delivering precise deliverables while developing professional skills in a fast‑paced environment.

Qualifications

• Pursuing a Bachelor’s degree in Accounting or Tax
• Plans to pursue a CPA
• High motivation to learn and grow
• Detail-oriented with strong organizational skills
• Excellent verbal and written communication
• Excellent research, writing, and analytical skills
• Experience with Microsoft Office, especially Excel
• Authorized to work in the US without sponsorship now or in the future

Responsibilities

• Work with Asset Management, Banking, Insurance, Real Estate and FinTech clients
• Assist with tax compliance for quarterly estimated extensions and annual filings
• Assist in research and analysis of tax issues
• Participate in tax-planning and consulting projects
• Attend client calls and understand critical areas of importance
• Create concise, complete deliverables addressing client requirements
• Collaborate in a multidisciplinary team and communicate project plans clearly

Skills

Accounting knowledge

Communication skills

Research & analysis

Microsoft Office

Education

Bachelor's degree in Accounting or Tax

Tools

Microsoft Office

Job description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity are why our people love working at A&M.

Description

Intern, Financial Services Tax

Start Season & Year: Summer 2027

Earliest Graduation Date: December 2027

Latest Graduation Date: June 2028

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity are why our people love working at A&M.

The Team

A&M's Tax Financial Services team specializes in providing tax support to global banks, private equity firms, and hedge funds. Our professionals have significant experience in complex financial instruments, business transactions, specializing in structuring global business operations and navigating regulatory and tax requirements across jurisdictions. Our team is committed to delivering exceptional value to our clients by understanding their unique needs and providing tailored tax solutions. By joining us, you will contribute to achieving our goals of excellence and client satisfaction, making a tangible impact within the organization and the industry at large.

How You Will Contribute

As a member of the Tax Financial Services team, you will:

• Work on Asset Management, Banking, Insurance, Real Estate and FinTech clients
• Assist with the tax compliance process for quarterly estimated extensions payments and annual compliance filings for pass through and corporate entities
• Assist in research and analysis of a wide variety of tax issues
• Participate in potential tax-planning and consulting projects
• Attend client calls to understand critical areas of importance
• Assist with creating deliverables that are concise, complete and address the elements deemed critical by the client
• Work as part of a multidisciplinary team and clearly communicate work plan, project objectives, and timelines
• Seek out opportunities to understand others’ experiences, perspectives, and differences
• Build internal relationships with other members of the Tax team

Qualifications

• Pursuing a Bachelor’s degree in Accounting or Tax
• Plans to pursue a CPA
• High motivation to learn and grow
• Detail-oriented and possess strong organizational skills
• Excellent verbal and written communication skills including the ability to articulate information clearly and concisely
• Excellent research, writing, and analytical skills
• Experience with Microsoft Office products, preferred. (with an emphasis on Excel)
• Must be authorized to work in the US without the need for employment-based sponsorship now or in the future. A&M will not sponsor applicants for US work visa status for this role

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career. We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

Compensation Statement

The hourly rate is $40 per hour.

Benefits Summary

Interns are not eligible to participate in Alvarez & Marsal's fringe benefits programs. Click here for more information regarding A&M's benefits programs.