Tax Admin Intern

Cerity Partners•Louisville, KY

17h

About The Position

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Administrator Intern. This is a paid internship program (25-30 hours per week January to Mid-April) and is designed to provide college students with an opportunity to enhance their formal education with a hands-on, career-related experience. This role is also ideal for someone looking for a part-time seasonal position in the financial industry at a nationally recognized registered investment advisory.

Requirements

Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
Majoring in Finance, Accounting, or related business degree
Be proficient in Microsoft Office and Adobe Applications
Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
Identify with Cerity Partner’s mission and demonstrate our core values
Strong collaboration, interpersonal and communication skills
Keen, consistent attention to detail
Ability to maintain confidentiality
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

Actively participating in campus organizations, preferably within a leadership role

Responsibilities

Assist with building, organizing, scanning, and preparing client source file for use in tax preparation process
Utilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client data
Assist Tax Administrators in assembly of client tax return deliverables
Other duties as requested by Tax Advisor and Tax Administrators