Spring Tax Intern

Job Description

Spring Tax Intern – Phoenix, AZ

Embark on Your Taxation Career Journey at CAPTRUST

About CAPTRUST:

At CAPTRUST, we are more than just a leading independent wealth management firm; we are a vibrant community where dedicated professionals thrive. With a robust tax practice and a client-first philosophy, we empower individuals and families to achieve their financial aspirations. Our award-winning culture is built on collaboration, continuous improvement, and a deep commitment to service, ensuring our colleagues and clients alike stay with us for years. We believe in nurturing talent, fostering personal growth, and enriching the lives of everyone around us.

The Opportunity:

Are you an ambitious and detail-oriented student eager to gain invaluable, real-world experience in the dynamic field of taxation and wealth management? CAPTRUST invites you to join our team in Phoenix, AZ, as a Paid Spring Tax Intern. This exceptional internship offers a unique opportunity to immerse yourself in the intricate workings of a top-tier financial firm from day one. You’ll work alongside industry experts, utilizing the latest office and taxation technology in a fast-paced, supportive, and collaborative environment.

This program is meticulously designed to provide you with practical skills and insights into tax planning, compliance, client service, and special projects, setting a strong foundation for your professional future. While not guaranteed, successful completion of the internship may open doors to future full-time opportunities within CAPTRUST. We also offer flexible hours to accommodate your academic schedule, and course credit may be available depending on your university program.

Key Responsibilities:

As a Spring Tax Intern, you will play a crucial role in our tax and client service teams, contributing to various essential functions, including:

• Assisting with comprehensive tax planning and preparation for a diverse client base.
• Providing vital support for client meetings, including meticulous preparation and follow-up.
• Actively participating in sophisticated cash flow, estate, and business succession planning initiatives.
• Lending support to our dedicated client services and administrative teams as needed, ensuring seamless operations.
• Contributing to both internal and client-specific strategic projects, gaining exposure to diverse challenges.
• Attending client meetings in a valuable support role, observing and learning from experienced professionals.

What We’re Looking For:

We are seeking bright, motivated individuals who are ready to make an impact and grow with us.

Minimum Qualifications:

• Currently pursuing an undergraduate or graduate degree.
• While all majors are considered, a focus on accounting and taxation within a business curriculum is highly preferred.
• A strong, demonstrated interest in individual taxation and wealth management.

Desired Qualifications & Skills:

• A proactive and independent critical thinker with a strong sense of initiative.
• High-level proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook, with exposure to Copilot being a valuable asset.
• Exceptional communication and writing skills, capable of translating complex financial topics into clear, concise, and friendly language for both clients and colleagues.
• Highly organized, meticulous, and adept at managing multiple tasks efficiently in a dynamic environment.
• Unwavering commitment to the highest standards of ethics, confidentiality, objectivity, and integrity.
• A collaborative team player who thrives in a supportive group setting.
• Proven ability to build and maintain respectful and trusting relationships with colleagues and clients.
• A strong sense of urgency in completing tasks and resolving issues promptly to achieve results.
• Adaptable and resilient, comfortable navigating changing circumstances and priorities.
• An inherent desire to give back to our communities and positively impact the lives of those around you.

Why CAPTRUST is Your Next Great Opportunity:

Our colleagues, much like our clients, often choose to build long-term careers at CAPTRUST – and for good reason! We foster an exceptional culture of growth, collaboration, and mutual respect. We empower each other to reach new heights through our shared commitment to high standards and continuous improvement. When you join CAPTRUST, you can expect:

• A supportive and motivating team environment focused on personal and professional growth.
• Thoughtfully stocked break rooms to keep you energized.
• Engaging employee events that foster camaraderie and connection.
• A commitment to the “CAPTRUST Way” – characterized by building trusting relationships, clear communication, a strong sense of urgency, and an other-centered mindset.

Your Workplace:

This role is based at our modern Phoenix office located at 2375 East Camelback Road #700, Phoenix, AZ 85016. Given the hands-on and collaborative nature of this internship, this is an on-site position and not remote or work-from-home.

Our Commitment to Diversity & Inclusion:

At CAPTRUST, we are profoundly committed to cultivating a diverse workforce and an inclusive environment where ALL colleagues feel authentically seen, respected, and supported. We strive to maintain a workplace free of harassment, discrimination, or retaliation, celebrating every individual’s unique background and perspective. We believe that a diverse team enriches our firm and strengthens our ability to serve our clients and communities effectively.

Ready to Make Your Mark?

If you’re ready to be the next “brick” in our world-class organization and embody the CAPTRUST Way, we encourage you to apply! This position will remain open until filled. #internship