Client Accounting Services Internship

SAX Advisory Group • New York, NY

5h • $20 - $21 • Onsite

About The Position

At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career! We are actively looking for a part-time Client Accounting Services (CAS) Intern to join our Family Office Services team based in the NYC office. The internship will run through June 2027.

Requirements

• Must be able to work in-person 3 days per week for up to 29 hours per week, Monday through Friday, during the 9:00am to 5:00pm business hours around your school schedule.
• Currently pursuing an Accounting degree
• Must have good communication, computer skills and be a team player that is motivated to work in a fast-paced environment.

Responsibilities

• Provide general administrative and clerical support to the CAS/FOS teams including but not limited to downloading and filing statements.
• Assist with setting up financial packages for clients: preparing and reviewing financial statements, including balance sheets, income statements, and cash flow statements.
• Assist with setting up tasks in Asana (project management software).
• Help maintain organized records and documentation for easy access and reference.
• Basic QuickBooks Online work: Chart of Accounts setup, GL coding, bank/credit card reconciliations.
• Communicate effectively with clients and team members, assisting with inquiries and requests when needed.

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Education Level: Associate degree