Tobias Financial Advisors
Tax Intern (10-20 hours per week, Hybrid)
Tobias Financial Advisors, Plantation, Florida, United States,
Our services, approach, and culture
Tobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions. With a commitment to fiduciary responsibility and a team-based approach, we deliver personalized solutions that integrate with our clients' broader financial goals. Our diverse experience and collaborative culture ensure we provide exceptional value, guiding clients through every stage of wealth accumulation and legacy planning.
We are driven by a clear vision - to inspire, educate, and prepare our clients so they can live the lives they want, and as such we are always willing to flex depending on the client's specific needs and goals. Our values emerged as a reflection of this vision and of our collective beliefs and aspirations, and they drive how we interact with clients, employees, other professionals, and the broader community.
Tax Intern - Position Summary
We are looking for a motivated Tax Intern to join our dynamic team. This internship offers a unique opportunity to gain hands-on experience in various aspects of tax compliance, tax planning and consulting projects. The ideal candidate is organized, eager to learn, and comfortable working independently while maintaining good communication. This role will provide valuable exposure to the financial services industry and the chance to contribute to our growing Tax services.
What you will get to do
Workpaper Creation: Assist the tax team in gathering tax documents and organizing the workpaper files for tax return preparation.Tax Compliance: Help the tax team in various aspects of personal, trust, gift and entity income tax return preparationTax Planning: Aid in the preparation of tax projections and related workpapers while aligning with financial planning concepts. Candidates would be able to gain exposure in various parts of this process from start to finish.Tax Return Analysis: Involvement in the creation of detailed and holistic analysis of prior year tax returns to present to our clients.Tax Research Projects: Get vital exposure to special situations that arise which need detailed tax research.Process Management: Assist the team in managing the tax process including sending open items, return deliveries, internal data storage/management and tax plan deliveries among other important tasks.Administrative Support: Perform light administrative duties related to tax projects and initiatives.What we seek in a candidate
Currently pursuing or recently completed a degree in accounting or taxation.Proficiency in Microsoft Excel/Outlook/PowerPoint.Familiarity with Tax Dome and/or CCH Acess a plus.Familiarity with Bloomberg BNA and/or Holistiplan a plus.Strong written and verbal communication skills.Attention to detail and ability to manage multiple tasks.Intuitive mindset with a willingness to learn.Previous experience in accounting or tax is a plus, but not required.Compensation and Benefits
Competitive pay, based on experience and skillsFlexible working hours (10-20 hours per week)The opportunity to work remotely or on-siteHands-on experience in various marketing tasksMentorship and guidance from experienced tax and accounting professionalsA collaborative and supportive work environment.
*Applicants must be able to pass a background check.
Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Tobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions. With a commitment to fiduciary responsibility and a team-based approach, we deliver personalized solutions that integrate with our clients' broader financial goals. Our diverse experience and collaborative culture ensure we provide exceptional value, guiding clients through every stage of wealth accumulation and legacy planning.
We are driven by a clear vision - to inspire, educate, and prepare our clients so they can live the lives they want, and as such we are always willing to flex depending on the client's specific needs and goals. Our values emerged as a reflection of this vision and of our collective beliefs and aspirations, and they drive how we interact with clients, employees, other professionals, and the broader community.
Tax Intern - Position Summary
We are looking for a motivated Tax Intern to join our dynamic team. This internship offers a unique opportunity to gain hands-on experience in various aspects of tax compliance, tax planning and consulting projects. The ideal candidate is organized, eager to learn, and comfortable working independently while maintaining good communication. This role will provide valuable exposure to the financial services industry and the chance to contribute to our growing Tax services.
What you will get to do
Workpaper Creation: Assist the tax team in gathering tax documents and organizing the workpaper files for tax return preparation.Tax Compliance: Help the tax team in various aspects of personal, trust, gift and entity income tax return preparationTax Planning: Aid in the preparation of tax projections and related workpapers while aligning with financial planning concepts. Candidates would be able to gain exposure in various parts of this process from start to finish.Tax Return Analysis: Involvement in the creation of detailed and holistic analysis of prior year tax returns to present to our clients.Tax Research Projects: Get vital exposure to special situations that arise which need detailed tax research.Process Management: Assist the team in managing the tax process including sending open items, return deliveries, internal data storage/management and tax plan deliveries among other important tasks.Administrative Support: Perform light administrative duties related to tax projects and initiatives.What we seek in a candidate
Currently pursuing or recently completed a degree in accounting or taxation.Proficiency in Microsoft Excel/Outlook/PowerPoint.Familiarity with Tax Dome and/or CCH Acess a plus.Familiarity with Bloomberg BNA and/or Holistiplan a plus.Strong written and verbal communication skills.Attention to detail and ability to manage multiple tasks.Intuitive mindset with a willingness to learn.Previous experience in accounting or tax is a plus, but not required.Compensation and Benefits
Competitive pay, based on experience and skillsFlexible working hours (10-20 hours per week)The opportunity to work remotely or on-siteHands-on experience in various marketing tasksMentorship and guidance from experienced tax and accounting professionalsA collaborative and supportive work environment.
*Applicants must be able to pass a background check.
Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.