Summer 2027 Tax Intern

Cerity Partners Management LLC; Raleigh (NC); Vor Ort; USD 28.000 - 34.000; Vollzeit

Benefits dieser Stelle

Paid internship

Zusammenfassung

Cerity Partners is offering a paid Tax Intern internship in Raleigh, NC, designed to give college students hands-on experience in a collaborative wealth management environment. The role supports the tax team with preparation, research, and the creation of work papers while you develop professional skills.

Ideal candidates are undergraduates with at least a 3.2 GPA, pursuing Finance or Accounting, and proficient in Microsoft Office.

Qualifikationen

• 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.
• Active participation in campus organizations or professional work experience.
• Identify with Cerity Partners’ mission and core values.
• Dependable with timely follow-through.
• Tech savvy and able to learn new software quickly.
• Organized and able to compile data into a presentable deliverable.
• Accurate with close attention to detail.
• Positive attitude and professional appearance.
• Strong collaboration, interpersonal and communication skills.

Aufgaben

• Assist in the preparation of federal, state, and local individual and business income tax returns.
• Create work papers.
• Research and analyze a wide range of tax issues.

Kenntnisse

Microsoft Office

Team collaboration

Communication

Attention to detail

Organizational skills

Problem solving

Ausbildung

Finance, Accounting degree

Tools

Microsoft Excel

Jobbeschreibung

Are you a college student looking for an internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our internship experience. Cerity Partners is seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Intern. This is a paid internship program (30-40 hours per week) 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.

Primary Responsibilities

• Assist in the preparation of federal, state, and local individual and business income tax returns
• Create work papers
• Research and analyze a wide range of tax issues

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 Partner’s 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. 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.