Tax Intern

Job Description

Summer 2027 Tax Intern | Cerity Partners

The Tone:
This is a paid internship designed for college students interested in a career in financial planning and tax. Cerity Partners is a nationally recognized registered investment advisory firm with a unique approach to public accounting, emphasizing collaboration and a technology-forward mindset. This role is crucial for providing hands-on, career-related experience that enhances formal education, contributing to the firm’s commitment to client service through a supportive work environment. The program aims to build wealth management and financial planning skills within a culture that values curiosity and excellence.

The TL;DR
• Role: Internship
• Type: Seasonal, Temporary (30-40 hours per week)
• Team: Tax team
• Mission: Assist in financial planning and tax projects, including tax return preparation and workpaper creation, to support the firm’s tax advisors and administrators.
• Tech Stack: UltraTax CS, Engagement Manager, SurePrep, FirmFlow, GoFileRoom, Microsoft Office, Adobe Applications

What You’ll Actually Do
• Project Participation: Participate in various financial planning and tax projects as assigned by the team.
• Tax Preparation: Assist in preparing federal, state, and local individual and business income tax returns using UltraTax CS software.
• Workpaper Creation: Create workpapers in Engagement Manager and SurePrep that clearly document the preparation process for projects.
• Workflow Management: Utilize FirmFlow and GoFileRoom to maintain accurate status updates and store documents related to workflows.
• Tax Research: Research and analyze a wide range of tax issues to support ongoing projects and advisor needs.

The Must-Haves
• Background: 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: Actively participating in campus organizations, preferably in a leadership role, and/or possessing professional work experience.
• Skills: Strong collaboration, interpersonal, and communication skills, coupled with keen and consistent attention to detail.
• Bonus: Identify with Cerity Partner’s mission and demonstrate core values, along with the ability to maintain confidentiality.