Tax Intern: Wealth Management & Planning

Captrust; Phoenix (AZ); Sur place; USD 25 000 - 34 000; Temps partiel

Avantages offerts par ce poste

Paid internship

Résumé du poste

CAPTRUST is offering a paid Tax Intern in our Phoenix, AZ office that provides hands-on exposure to the inner workings of a leading wealth management firm with a robust tax practice. From day one, you will gain real world experience in a fast paced, collaborative environment using the most up-to-date office and taxation technology.

As a CAPTRUST intern, you will learn from industry experts about tax planning and compliance, client service, meeting preparation, and special projects.

Qualifications

• Actively pursuing undergraduate or graduate degree.
• Business majors with a focus on accounting and taxation preferred.
• Strong interest in individual taxation and wealth management.

Responsabilités

• Assist with tax planning and preparation
• Support client meetings and meeting preparation
• Participate in cash flow, estate, and business succession planning
• Support the client services and administrative teams as needed/requested
• Contribute to internal and client-specific projects
• Attend client meetings in a support role

Connaissances

Word

Excel

PowerPoint

Outlook

Copilot

Formation

Undergraduate or graduate student

Outils

Copilot

Description du poste

CAPTRUST is offering a paid Tax Intern in our Phoenix, AZ office that provides hands-on exposure to the inner workings of a leading wealth management firm with a robust tax practice. From day one, you will gain real world experience in a fast paced, collaborative environment using the most up-to-date office and taxation technology.

As a CAPTRUST intern, you will learn from industry experts about tax planning and compliance, client service, meeting preparation, and special projects.