Tax Admin Intern

ceritypartners; Louisville (KY); On-site; USD 21,000 - 26,000; Full time

Benefits offered by this job

Competitive wages

Flexible work schedules

Updated facilities

Internal mobility opportunities

Technology-forward company

Job summary

Cerity Partners is seeking a Tax Administrator Intern to join our tax team. This paid internship runs January to Mid-April for 25–30 hours per week, designed to augment formal accounting/finance education with practical experience.

Ideal for undergraduates pursuing Finance or Accounting, this role emphasizes collaboration, confidentiality, and utilizing GoFileRoom, Engagement Manager, and Adobe Acrobat to prepare and organize client data and tax deliverables.

Qualifications

• Be enrolled in an undergraduate program with a minimum 3.2 GPA.
• Majoring in Finance, Accounting, or related business degree.
• Proficient in Microsoft Office and Adobe Applications.
• Actively participating in campus organizations, preferably in a leadership role.
• Identify with Cerity Partners’ mission and demonstrate core values.
• Strong collaboration and communication skills.
• Attention to detail and ability to maintain confidentiality.

Responsibilities

• Assist with building, organizing, scanning, and preparing client source files for tax prep.
• Use GoFileRoom, Engagement Manager, and Adobe Acrobat to organize client data.
• Assist Tax Administrators in assembling client tax return deliverables.
• Perform other duties as requested by Tax Advisor and Tax Administrators.

Skills

Microsoft Office

Adobe Applications

Communication skills

Interpersonal skills

Attention to detail

Confidentiality

Education

Undergraduate GPA 3.2

Finance/Accounting major

Tools

GoFileRoom

Engagement Manager

Adobe Acrobat

Job description

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Administrator 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 with building, organizing, scanning, and preparing client source file for use in tax preparation process
• Utilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client data
• Assist Tax Administrators in assembly of client tax return deliverables
• Other duties as requested by Tax Advisor 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.