Tax Prep Intern

Job Description

Spring 2027 Tax Intern | Cerity Partners

The Tone:
This is a part-time, seasonal internship at Cerity Partners, a nationally recognized registered investment advisory known for its distinctive approach to public accounting. We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team, providing college students with a valuable opportunity to enhance their formal education through hands-on, career-related experience in the financial industry. As an intern, you will contribute directly to delivering exceptional service to clients within a collaborative, supportive, and technology-forward environment that offers competitive wages, flexible schedules, and encourages internal career growth. This program provides direct exposure to senior leadership, hands-on training in wealth management and financial planning, and experience within one of America’s fastest-growing RIAs, fostering a culture that values curiosity and excellence.

The TL;DR
• Role: Internship
• Type: Part-time, Seasonal
• Team: Tax Team
• Mission: To assist in the preparation of federal, state, and local individual and business income tax returns.
• Tech Stack: UltraTax CS, Engagement Manager, SurePrep, FirmFlow, GoFileRoom, Microsoft Office, Adobe Applications

What You’ll Actually Do
• Tax Preparation: Assist in the preparation of federal, state, and local individual and business income tax returns, utilizing UltraTax CS tax preparation software.
• Workpaper Management: Create comprehensive workpapers in Engagement Manager and SurePrep, ensuring they clearly document the methodology used for project preparation.
• Workflow Management: Utilize FirmFlow for CRM and project management, alongside GoFileRoom for secure document storage, to maintain an accurate and up-to-date status of all workflows.
• Tax Research: Conduct thorough research and analytical tasks concerning a wide range of complex tax issues to support the team.
• Administrative Support: Provide essential support by performing other duties as requested by experienced Tax Advisors and Tax Administrators.

The Must-Haves
• Background: Currently enrolled in an undergraduate program at an accredited university, majoring in Finance, Accounting, or a related business degree, with a minimum 3.2 GPA.
• Experience: Active participation in campus organizations, preferably in a leadership role, and/or professional work experience.
• Skills: Proficiency in Microsoft Office and Adobe Applications; strong collaboration, interpersonal, and communication skills; keen, consistent attention to detail; ability to maintain confidentiality.