Tax Intern - Hands-On Prep & Research (Part-Time)

Cerity Partners Management LLC; United States; On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Competitive wages

Flexible work schedules

Updated facilities

Job summary

Cerity Partners is seeking a Tax Prep Intern to join our team for a paid, part-time internship from January to mid-April (25–30 hours/week). You will assist in preparing federal, state, and local returns and gain hands-on experience in a fast-growing national RIA.

Ideal candidates are undergraduates majoring in Finance or Accounting with a minimum 3.2 GPA, proficient in Microsoft Office, and eager to collaborate with Tax Advisors and Administrators in a supportive, inclusive environment.

Qualifications

• Enrolled in an undergraduate program with a 3.2 GPA minimum.
• Majoring in Finance, Accounting, or related business degree.
• Proficient in Microsoft Office and Adobe Applications.
• Active campus involvement or professional work experience.
• Identify with Cerity Partner’s mission and values.
• Strong collaboration, interpersonal and communication skills.
• Ability to maintain confidentiality.

Responsibilities

• Assist in the preparation of federal, state, and local individual and business income tax returns in UltraTax CS (tax preparation software).
• Create workpapers in Engagement Manager (workpaper organization/preparation software) and SurePrep (workpaper organization/preparation software) that effectively tell the story of how projects were prepared.
• Utilize FirmFlow (CRM/project management) and GoFileRoom (document storage) to maintain an accurate status of workflows.
• Research and analyze a wide range of tax issues.
• Other duties as requested by Tax Advisors and Tax Administrators.

Skills

Microsoft Office

Communication skills

Education

Undergraduate finance or accounting

GPA 3.2 or higher

Tools

UltraTax CS

Engagement Manager

SurePrep

FirmFlow

GoFileRoom

Job description

Cerity Partners is seeking a Tax Prep Intern to join our team for a paid, part-time internship from January to mid-April (25–30 hours/week). You will assist in preparing federal, state, and local returns and gain hands-on experience in a fast-growing national RIA.

Ideal candidates are undergraduates majoring in Finance or Accounting with a minimum 3.2 GPA, proficient in Microsoft Office, and eager to collaborate with Tax Advisors and Administrators in a supportive, inclusive environment.