Private Client Services Tax Intern – High Net Worth Tax

Job Description

Intern, High Net Worth (Private Client Services Tax) – Summer 2027 | Alvarez & Marsal

The Tone:
This is an internship at Alvarez & Marsal, located in-person, with the specific office location not specified in the job description. Alvarez & Marsal is a global consulting firm with professionals focused on action and results, taking a hands-on approach to client problem-solving. This intern role is crucial for supporting the growing Private Client Services (PCS) practice, helping high-net-worth individuals, their owners, and other private companies achieve their long-term financial goals through highly personalized tax and consulting solutions. The firm values independent thinkers and doers who contribute positively to clients and shape the industry.

The TL;DR
• Role: Internship
• Type: Seasonal (Summer 2027)
• Location: In-person, location not specified in the job description
• Pay: $40 hourly
• Team: Private Client Services (PCS) Tax team, supporting a multidisciplinary group
• Mission: To assist high-net-worth individuals and private companies with tax compliance and planning to help them achieve their long-term financial goals.
• Tech Stack: GoSystems, OneSource, research software, Microsoft Office products (with emphasis on Excel)

What You’ll Actually Do
• Client Services: Assist with providing tax and consulting services to high-net-worth individuals in areas such as income tax, wealth transfer, succession planning, and international tax.
• Tax Compliance: Support tax compliance for individual tax clients by working proficiently with specific tax forms, including 1040, 1041, 709, and FinCEN 114.
• Planning Support: Support a multidisciplinary team by assisting with tax-planning responsibilities for individual clients.
• Issue Research: Help identify, research, and provide analysis on a wide range of complex tax issues for clients.
• Deliverable Creation: Assist with creating client deliverables that are concise, complete, and address critical elements identified by the client.

The Must-Haves
• Background: Must be enrolled in an accredited college or university pursuing a Bachelor’s and/or Master’s degree in business administration, accounting, finance, taxation, or a relevant field, with definitive plans to meet minimum educational requirements for CPA eligibility and licensure.
• Experience: Experience with all Microsoft Office products, with an emphasis on Excel, is required.
• Skills: Possess excellent verbal and written communication skills, the ability to articulate complex information, strong research, writing, and analytical skills, and the capacity to simultaneously work on several projects while effectively managing deadlines.
• Bonus: Experience with GoSystems, OneSource, and research software is preferred.