Tax Intern — Wealth Management Exposure (Onsite)

CAPTRUST; New Orleans (LA); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Discretionary bonus

Health insurance

Dental insurance

Vision insurance

401k match

Job summary

CAPTRUST is offering a paid Tax Internship in our New Orleans, LA office that will provide exposure to the inner-workings of a wealth management firm with a robust tax practice. Hours will be flexible based on school schedule, and duties include tax planning and preparation, client service support, and meetings preparation.

Primary responsibilities include assisting with internal and client projects, attending client meetings in a support role, and participating in cash flow/estate planning

Qualifications

• Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior
• All School of Business Majors (Accounting or Taxation preferred)
• Significant interest in the workings of individual taxation and wealth management

Responsibilities

• Assist on special projects (internal projects/client specific)
• Assist with tax planning and preparation
• Help team prepare for client meetings
• Attend client meetings in a support role
• Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning
• Support the client services and administrative teams as needed/requested

Skills

Critical thinking

Self-starter

Communication

Writing

Organized

Detail-oriented

Confidentiality

Team player

Integrity

Education

Pursuing Undergraduate/Graduate degree

Accounting or Taxation major preferred

Tools

Word

Excel

PowerPoint

Outlook

Job description

CAPTRUST is offering a paid Tax Internship in our New Orleans, LA office that will provide exposure to the inner-workings of a wealth management firm with a robust tax practice. Hours will be flexible based on school schedule, and duties include tax planning and preparation, client service support, and meetings preparation.

Primary responsibilities include assisting with internal and client projects, attending client meetings in a support role, and participating in cash flow/estate planning