Tax Administrator Intern

Job Description

Tax Admin Intern | Cerity Partners

The Tone:
This is a paid part-time seasonal internship at Cerity Partners, a nationally recognized registered investment advisory. The program is designed to provide college students with an opportunity to enhance their formal education with a hands-on, career-related experience in the financial industry. This role is crucial for supporting the tax team by managing client documentation and assisting in the preparation and assembly of tax return deliverables. We value a collaborative and supportive work environment where everyone’s role matters.

The TL;DR
• Role: Internship
• Type: Part-time, Seasonal (25-30 hours per week January to Mid-April)
• Team: Tax team; reports to Tax Advisor and Tax Administrators
• Mission: Provide hands-on, career-related experience to college students while assisting the tax team with client tax preparation and deliverables.
• Tech Stack: GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), Adobe Acrobat, Microsoft Office

What You’ll Actually Do
• File Preparation: Assist with building, organizing, scanning, and preparing client source files for use in the tax preparation process.
• Data Management: Utilize GoFileRoom, Engagement Manager, and Adobe Acrobat software to organize and generate electronic client data.
• Deliverable Assembly: Assist Tax Administrators in the assembly of client tax return deliverables.
• Administrative Support: Fulfill other duties as requested by Tax Advisors and Tax Administrators.

The Must-Haves
• Background: Entry-Level college student currently enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA, majoring in Finance, Accounting, or a related business degree.
• Experience: Professional work experience or active participation in campus organizations, preferably within a leadership role.
• Skills: Proficiency in Microsoft Office and Adobe Applications, strong collaboration, interpersonal and communication skills, keen and consistent attention to detail, and the ability to maintain confidentiality.
• Bonus: Identifying with Cerity Partner’s mission and demonstrating core values.