Summer 2026 Internship Program

CSI Group • Wall Township, NJ

29d

About The Position

As a Summer Intern at CSI Group, you’ll gain hands-on experience across our Tax, Financial Services, and Legal divisions. This rotational exposure is designed to help you understand how these departments collaborate to support and empower the middle-class families we serve. You’ll contribute directly to real client work while learning from experienced professionals who are committed to your development.

Requirements

• Pursuing degrees in Accounting, Finance, Law, Business Administration, Economics, or related fields.
• Strong interpersonal, written, and verbal communication skills.
• Excellent organizational skills and the ability to manage multiple priorities.
• A passion for delivering high-quality, client-focused service.
• Proficiency in Microsoft Office Suite
• A proactive, detail-oriented mindset with an eagerness to grow.

Nice To Haves

• experience with financial or tax software is a plus.

Responsibilities

• Engage directly with clients to answer questions, resolve service requests, and provide status updates.
• Participate in client meetings and planning sessions, offering support and contributing insights.
• Assist with the preparation and filing of individual and business tax returns.
• Review financial documents and identify opportunities for tax savings.
• Conduct research on current federal and state tax regulations to ensure compliance and support advisory recommendations.
• Prepare account summaries, tax documents, and financial reports for client review.
• Process account applications and handle account-related updates.
• Support financial advisors with research, documentation, and preparation of member strategies that align with financial goals.
• Draft, format, and organize legal documents, contracts, and case files.
• Conduct research and prepare summaries to support attorneys and estate planning professionals.
• Assist with preparation for hearings, client meetings, and ongoing cases.

Benefits

• Client-Centric Experience: Learn how exceptional service builds trust and long-term client relationships.
• Comprehensive Learning: Develop a multifaceted understanding of tax preparation, financial planning, wealth management, and legal processes.
• Mentorship: Collaborate with seasoned tax professionals, financial advisors, and attorneys who are invested in your growth.
• Professional Development: Build essential skills in communication, research, analysis, project management, and problem-solving.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed