Spring 2027 Tax Intern

Cerity Partners; Cleveland, Northern (OH, KY); On-site; USD 21,000 - 28,000; Part time

Benefits offered by this job

Paid internship

Flexible schedule

Part-time seasonal position

Job summary

Cerity Partners in Cleveland is seeking motivated undergraduates for a paid tax internship from January 2027 through April 2027. The program is part-time (20-30 hours/week) with a flexible schedule, offering hands-on experience in a professional wealth management environment.

Interns will assist with federal/state/local tax returns, create workpapers, and research a range of tax issues. Ideal candidates are pursuing Finance or Accounting, have a 3.2+ GPA, and are proficient in Microsoft Office.

Qualifications

• Be enrolled in an undergraduate program with a minimum 3.2 GPA.
• Majoring in Finance, Accounting, or related business degree with a strong interest in tax.
• Be proficient in Microsoft Office Applications.
• Actively participating in campus organizations, preferably with a leadership role.
• Identify with Cerity Partners mission and demonstrate core values.
• Dependable, timely with solid follow-through.
• Tech savvy and able to learn software quickly.
• Organized with data compiled into presentable deliverables.
• Accurate with close attention to detail.
• Positive attitude and professional appearance.
• Strong collaboration, interpersonal and communication skills.

Responsibilities

• Assist in the preparation of federal, state, and local individual and business income tax returns.
• Create workpapers that effectively tell the story of how projects were prepared.
• Research and analyze a wide range of tax issues.
• Other duties as assigned.

Skills

Leadership experience

Communication skills

Teamwork

Education

Undergraduate student with GPA 3.2+

Tools

Microsoft Office Applications

Job description

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Cleveland tax team January 2027 - April 2027. We are seeking a team player with a positive attitude and the highest level of personal integrity to join our team. This is a paid internship program (20-30 hours per week) and a great opportunity for individuals looking to gain experience in a professional environment. This role offers a flexible schedule, collaborative team atmosphere, and autonomy to manage your projects. 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.

Primary Responsibilities

• Assist in the preparation of federal, state, and local individual and business income tax returns
• Create workpapers that effectively tell the story of how projects were prepared
• Research and analyze a wide range of tax issues
• Other duties as assigned

Ideal Candidate Profile

• Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
• Majoring in Finance, Accounting, or related business degree with a strong interest in tax
• Be proficient in Microsoft Office Applications
• Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
• Identify with Cerity Partners mission and demonstrate our core values
• Dependable – Timely with solid follow-through
• Tech savvy – Ability to quickly learn to navigate various software applications
• Organized – Proficient at compiling data into a presentable orderly deliverable
• Accurate – Demonstrates close attention to detail
• Positive attitude and professional appearance
• Strong collaboration, interpersonal and communication skills

Why Cerity Partners

• 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 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.

Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Cerity Partners is one of the nation's leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don't just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron's Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.