Intern, High Net Worth (Private Client Services Tax) - Summer 2027

Alvarez & Marsal; West Palm Beach (FL); On-site; USD 50,000 - 61,000; Full time

Job summary

Alvarez & Marsal seeks an Intern in Private Client Services, Tax, for Summer 2027 to work with high-net-worth individuals and domestic/international clients. You will assist with tax return compliance, consulting, and planning while learning from a multidisciplinary team in a dynamic, client-focused environment.

The role emphasizes rigorous research, effective communication, and the ability to manage multiple projects.

Qualifications

• Enrolled in a college/university pursuing business, accounting, finance or taxation.
• Definitive plans to meet CPA eligibility for the state of the office.
• Excellent verbal and written communication, research and analytical skills.
• Experience with Excel / MS Office.
• Authorized to work in the US without sponsorship now or in the future.

Responsibilities

• Assist with tax and consulting services for high-net-worth individuals.
• Assist with tax compliance for individual clients (1040, 1041, 709, FinCEN 114).
• Support a multidisciplinary team with tax-planning tasks.
• Research and analyze a wide range of complex tax issues.
• Attend client calls to understand key issues and apply tax knowledge.
• Create concise deliverables addressing client needs and priorities.
• Build internal relationships within the Tax team.

Skills

Verbal communication

Written communication

Analytical skills

Time management

Education

Bachelor’s or Master’s in business administration / accounting / finance / taxation

Tools

Microsoft Office (Excel)

GoSystems

OneSource

Job description

Description

High Net Worth (Private Client Services Tax) - Summer 2027

Start Season & Year: Summer 2027

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.

High Net Worth (Private Client Services Tax) - Summer 2027

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

We’re currently growing one of our Federal Tax specialty areas, Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking an Intern to join our team.

How You Will Contribute

As an Intern within Private Client Services, Tax you will:

• Assist with providing tax and consulting services to high-net-worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax
• Assist with tax compliance for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114
• Support a multidisciplinary team, assisting with tax-planning responsibilities for individual clients
• Assist with identifying, researching, and providing analysis on a wide range of complex tax issues
• Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
• Assist with creating deliverables that are concise, complete and address the elements deemed critical by the client
• Seek out opportunities to understand others’ experiences, perspectives and differences
• Build internal relationships with other members of the Tax team

Qualifications

• Must be enrolled in an accredited college or university and pursuing the following degrees/majors: Bachelors and/or Master’s in business administration, accounting, finance, taxation or other relevant field
• Definitive plans for meeting minimum educational requirements for CPA eligibility and licensure in the state of your assigned office location
• Excellent verbal and written communication skills and ability to articulate complex information
• Excellent research, writing, and analytical skills
• Experience with all Microsoft Office products (with an emphasis on Excel)
• Experience with GoSystems, OneSource, and research software preferred
• Ability to simultaneously work on several projects and effectively manage deadlines
• High motivation to learn and grow
• Detail-oriented and possess strong organizational skills
• 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.