Tax Intern

Job Description

Tax Intern | CAPTRUST

The Tone:
This is a paid Tax Intern position at CAPTRUST, located in Phoenix, AZ. CAPTRUST is a leading wealth management firm that boasts a robust tax practice and a commitment to fostering a collaborative, supportive culture. This role is designed to offer hands-on exposure to the firm’s operations, allowing interns to gain real-world experience and practical skills using the most up-to-date office and taxation technology. CAPTRUST values colleagues who demonstrate a commitment to service, a genuine interest in others, and a passion for continuous improvement, making this internship an opportunity to contribute to a world-class organization that prioritizes quality people and depth of expertise. The program may lead to future full-time opportunities, making it a valuable step in your career.

The TL;DR
• Role: Internship
• Type: Flexible hours
• Location: In-person Phoenix, AZ

• Mission: To gain practical, real-world experience in tax planning and compliance within a leading wealth management firm.
• Tech Stack: Word, Excel, PowerPoint, Outlook, Copilot

What You’ll Actually Do
• Tax Preparation: Assist with comprehensive tax planning and preparation tasks within a leading wealth management firm.
• Client Meeting Support: Provide essential support for client meetings, including meticulous preparation and attendance in a supportive role.
• Strategic Planning: Actively participate in various financial planning initiatives, including cash flow, estate, and business succession strategies.
• Team Collaboration: Offer crucial support to both the client services and administrative teams as needed, contributing to smooth daily operations.
• Project Contributions: Engage in and contribute to a variety of internal firm-wide projects and specific client-focused initiatives.

The Must-Haves
• Background: Actively pursuing an undergraduate or graduate degree. A Business major with a focus on accounting and taxation is preferred.
• Experience: No specific professional experience is required; however, a strong interest in individual taxation and wealth management is essential.
• Skills: High-level proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Copilot.
• Bonus: Demonstrates strong critical thinking and initiative; possesses excellent communication and writing skills, capable of translating complex topics concisely; is organized, meticulous, and able to multitask; maintains the highest standards of ethics, confidentiality, objectivity, and integrity; exhibits a collaborative mindset and the ability to build respectful, trusting relationships; displays a sense of urgency to complete tasks in a timely manner and is adaptable to changing circumstances; desires to contribute to our communities.