Tax Admin Intern

Cerity Partners Management LLC; United States; On-site; USD 21,000 - 28,000; Part time

Benefits offered by this job

Paid internship

Flexible work schedules

Job summary

Cerity Partners invites applications for a Tax Administrator Intern. This paid internship runs 25–30 hours per week from January to mid-April, offering hands-on experience in tax preparation within a nationally recognized RIA.

The program is designed for college students seeking practical, career-related exposure in a financial services environment and could suit someone looking for a part-time seasonal role.

Qualifications

• Enrolled in an accredited undergraduate program with GPA ≥ 3.2.
• Majoring in Finance, Accounting, or related business degree.
• Proficient in Microsoft Office and Adobe applications.
• Demonstrates leadership in campus organizations or professional work.
• Ability to maintain confidentiality and work with sensitive information.

Responsibilities

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

Skills

Team player

Communication skills

Attention to detail

Confidentiality

Leadership experience

Collaboration

Education

Undergraduate student with 3.2 GPA

Finance/Accounting major or related degree

Tools

Microsoft Office

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

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

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 Partners mission and demonstrate our core values
• Strong collaboration, interpersonal and communication skills
• Keen, consistent attention to detail
• Ability to maintain confidentiality

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.

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 Barrons 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.