Tax Spring Internship

Job Description

Tax Intern | CAPTRUST

The Tone:
This is a paid Tax Spring Internship at CAPTRUST, located in New Orleans, LA. CAPTRUST is a wealth management firm with a robust tax practice, building a comprehensive organization that serves its clients for years. This role is important as it offers hands-on exposure to the inner-workings of the firm, allowing an intern to contribute directly to tax planning and compliance, client service, and special projects within a supportive environment. It is an opportunity to gain practical experience and understand the application of financial concepts in a professional setting.

The TL;DR
• Role: Internship
• Type: Temporary
• Location: In-person New Orleans, LA
• Mission: To provide support to the wealth management firm’s tax practice by assisting with tax planning, compliance, client service, and administrative tasks.
• Tech Stack: Word, Excel, PowerPoint, Outlook

What You’ll Actually Do
• Tax Assistance: Assist with tax planning and preparation for clients.
• Client Support: Help the team prepare for client meetings and attend them in a support role.
• Financial Planning: Participate in cash flow planning, estate planning, cash management, balance sheet planning, and operational business planning.
• Project Contribution: Assist on special internal and client-specific projects.
• Team Support: Provide support to the client services and administrative teams as needed.

The Must-Haves
• Background: Entry-Level. Actively pursuing an Undergraduate or Graduate degree as a rising Junior or Senior. All School of Business Majors, with a significant interest in the workings of individual taxation and wealth management.
• Experience: No specific prior professional experience required.
• Skills: High-level proficiency in Word, Excel, PowerPoint, and Outlook. Excellent communication and writing skills. Organized, detail-oriented, and able to multitask. Ability to maintain absolute confidentiality of information.
• Bonus: Accounting or Taxation major preferred. Strong critical thinker who is a strong self-starter. Team player, collaborative, and able to work with and through others.