Spring 2027 Tax Intern

Cerity Partners; Cincinnati (OH); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Competitive wages

Flexible work schedules

Updated facilities

Internal moves encouraged

Technology-forward environment

Job summary

Cerity Partners in Cincinnati, OH is seeking a Tax Prep Intern to join a collaborative tax team. This paid internship (25-30 hours/week, January to mid-April) provides hands-on experience and exposure to a fast-growing national RIA.

You will assist with tax returns and gain training in wealth management skills. Ideal candidates are undergraduates with a 3.2 GPA or higher, majoring in Finance or Accounting, proficient in MS Office and Adobe, and ready to contribute with strong teamwork and

Qualifications

• Enrolled as an undergraduate at an accredited university with minimum 3.2 GPA.
• Majoring in Finance, Accounting, or related business degree.
• Proficient in Microsoft Office and Adobe Applications.
• Active campus involvement, preferably in a leadership role.
• Identify with Cerity Partners’ mission and demonstrate our core values.
• Strong collaboration, interpersonal and communication skills.
• Keen, consistent attention to detail.
• Ability to maintain confidentiality.

Responsibilities

• Assist in the preparation of federal, state, and local individual and business income tax returns in UltraTax CS (tax preparation software)
• Create workpapers in Engagement Manager (workpaper organization/preparation software) and SurePrep (workpaper organization/preparation software) that effectively tell the story of how projects were prepared
• Utilize FirmFlow (CRM/project management) and GoFileRoom (document storage) to maintain an accurate status of workflows
• Research and analyze a wide range of tax issues
• Other duties as requested by Tax Advisors and Tax Administrators

Skills

Collaboration

Communication

Attention to detail

Confidentiality

Leadership experience

Education

Undergraduate program

GPA 3.2+

Finance/Accounting major

Tools

Microsoft Office

Adobe Applications

Job description

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our taxteam as a Tax Prep Intern.

This is a paid internship program (25-30 hours per week January to Mid-April) and is designed to provide college students with an opportunity to enhance their formal education with a hands-on, career-related experience. This role is also ideal for someone looking for a part-time seasonal position in the financial industry at a nationally recognized registered investment advisory.

Benefits & Perks:

We are proud of our unique approach to public accounting, which sets us apart from traditional firms:

• Enjoy competitive wages, flexible work schedules, and updated facilities.


• We stress the importance of everyone’s role on the team - we value a collaborative and supportive work environment.


• Your career journey matters! We encourage internal moves if our company culture resonates with you.


• We are a technology-forward company, using it to create smarter, more streamlined solutions.

Primary Responsibilities:

• Assist in the preparation of federal, state, and local individual and business income tax returns in UltraTax CS (tax preparation software)


• Create workpapers in Engagement Manager (workpaper organization/preparation software) and SurePrep (workpaper organization/preparation software) that effectively tell the story of how projects were prepared


• Utilize FirmFlow (CRM/project management) and GoFileRoom (document storage) to maintain an accurate status of workflows


• Research and analyze a wide range of tax issues


• Other duties as requested by Tax Advisors and Tax Administrators

Required Qualifications:

• Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA


• Majoring in Finance, Accounting, or related business degree


• Be proficient in Microsoft Office and Adobe Applications


• Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience


• Identify with Cerity Partner’s mission and demonstrate our core values


• Strong collaboration, interpersonal and communication skills


• Keen, consistent attention to detail


• Ability to maintain confidentiality

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:

• Direct exposure to senior leadership and decision-makers.


• The opportunity to work at one of the fastest-growing RIAs in America.


• Hands-on training to build and strengthen wealth management and financial planning skills.


• Experience within a culture that values collaboration, curiosity, and excellence.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.