Wealth-Transfer Planning Intern

Jobtailor; United States; On-site; USD 21,000 - 30,000; Part time

Job summary

Jobtailor is seeking a detail-oriented student for an internship focused on estate planning and tax strategies. You will assist with tax planning, client meetings, and preparation of tax documents for high-net-worth clients.

The role includes developing balance sheets and cash flow projections, researching tax issues, and creating educational materials. This internship offers exposure to wealth transfer planning in a professional firm setting.

Qualifications

• Pursuing a bachelor’s degree in accounting, finance or business. GPA minimum 3.0.
• Interest in wealth transfer planning, estate/gift tax, insurance.

Responsibilities

• Understand estate planning techniques and tax reduction strategies for clients.
• Provide tax planning and consulting support.
• Assist with constructing personal balance sheets and cash flow projections.
• Review existing documents and meet with clients to discuss estate plans.
• Prepare tax memorandums and research taxation issues.
• Create materials and presentations on estate tax topics.
• Prepare gift tax (709), estate tax (706), and trust income tax (1041) returns.
• Collaborate with staff at all levels and welcome high-net-worth clients.

Skills

Estate planning

Tax planning

Tax return prep

Research on taxation

Technical writing

Client service

Communication skills

Education

Bachelor's degree in accounting/finance/business

Job description

Jobtailor is seeking a detail-oriented student for an internship focused on estate planning and tax strategies. You will assist with tax planning, client meetings, and preparation of tax documents for high-net-worth clients.

The role includes developing balance sheets and cash flow projections, researching tax issues, and creating educational materials. This internship offers exposure to wealth transfer planning in a professional firm setting.