Spring 2027 Tax Intern

Cerity Partners; Arkansas; On-site; USD 21,000 - 30,000; Part time

Job summary

Cerity Partners is seeking a motivated undergraduate intern to join the Cleveland tax team from January 2027 through April 2027. This paid internship requires 20-30 hours per week with a flexible schedule and a collaborative, autonomy-friendly environment to manage projects.

Ideal for someone pursuing a finance or accounting degree and looking to gain tax experience in a professional setting. You will assist in preparing federal, state, and local tax returns, create workpapers, and research tax

Qualifications

• Must be enrolled in an undergraduate program with a minimum 3.2 GPA.
• Majoring in Finance, Accounting, or related business degree with strong interest in tax.
• Proficient in Microsoft Office Applications.
• Active campus involvement, preferably in a leadership role, or relevant work experience.
• Demonstrates alignment with Cerity Partners mission and values.
• Dependable with timely follow-through.
• Tech savvy and quick learner of new software.
• Organized with data compilation and presentable deliverables.
• Accurate with close attention to detail.
• Positive attitude and professional appearance.
• Strong collaboration and interpersonal communication skills.

Responsibilities

• Assist in preparation of federal, state, and local returns for individuals and businesses.
• Create workpapers that clearly explain how projects were prepared.
• Research and analyze a wide range of tax issues.
• Other duties as assigned.

Skills

MS Office proficiency

Strong communication

Leadership experience

Team collaboration

Organized

Education

Undergraduate student GPA 3.2+

Finance/Accounting major

Tools

Microsoft Office

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:

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.