Cerity Partners
Tax Admin Internship (Spring 2025)
Cerity Partners, Louisville, Kentucky, us, 40201
Job Details
LevelEntry
Job LocationLouisville Office - Louisville, KY
Position TypeInternship
Job CategoryFinance
Cerity Partners is seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Administrator intern. This is a paid internship program (25-30 hours per week January-Mid April) and is designed to provide college students an opportunity to enhance their formal education with a hands-on, career-related experience. This role is also ideal for someone looking for a part-time seasonal position in the financial industry at a nationally recognized registered investment advisory.
Benefits & Perks:
We are proud of our unique approach to public accounting, which sets us apart from traditional firms.Enjoy competitive wages, flexible work schedules, and updated facilities.We stress the importance of everyone's role on the team - we value a collaborative and supportive work environment.Your career journey matters! We encourage internal moves if our company culture resonates with you.We are a technology-forward company, using it to create smarter, more streamlined solutions.Primary Responsibilities:
Assist with building, organizing, scanning, and preparing client source file for use in tax preparation processUtilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client dataAssist Tax Administrators in assembly of client tax return deliverablesOther duties as requested by Tax Advisor and Tax AdministratorsIdeal Candidate Profile:
Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPAMajoring in Finance, Accounting, or related business degreeBe proficient in Microsoft Office ApplicationsActively participating in campus organizations, preferably within a leadership role, and/or professional work experienceIdentify with Cerity Partner's mission and demonstrate our core valuesDependable - Timely with solid follow-throughTech savvy - Ability to quickly learn to navigate various software applicationsOrganized - Proficient at compiling data into a presentable orderly deliverableAccurate - Demonstrates close attention to detailPositive attitude and professional appearanceStrong collaboration, interpersonal and communication skillsAbility to maintain confidentialityCompany Overview:
Cerity Partners is a leading, national registered investment advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
You understand the need to provide a world-class client experienceYou value the collaboration of insightful, experienced colleagues to deliver our servicesYou demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
Ready to apply?
Before you apply, gather the necessary materials. You'll be required to attach a resume and provide an unofficial academic transcript.
LevelEntry
Job LocationLouisville Office - Louisville, KY
Position TypeInternship
Job CategoryFinance
Cerity Partners is seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Administrator intern. This is a paid internship program (25-30 hours per week January-Mid April) and is designed to provide college students an opportunity to enhance their formal education with a hands-on, career-related experience. This role is also ideal for someone looking for a part-time seasonal position in the financial industry at a nationally recognized registered investment advisory.
Benefits & Perks:
We are proud of our unique approach to public accounting, which sets us apart from traditional firms.Enjoy competitive wages, flexible work schedules, and updated facilities.We stress the importance of everyone's role on the team - we value a collaborative and supportive work environment.Your career journey matters! We encourage internal moves if our company culture resonates with you.We are a technology-forward company, using it to create smarter, more streamlined solutions.Primary Responsibilities:
Assist with building, organizing, scanning, and preparing client source file for use in tax preparation processUtilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client dataAssist Tax Administrators in assembly of client tax return deliverablesOther duties as requested by Tax Advisor and Tax AdministratorsIdeal Candidate Profile:
Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPAMajoring in Finance, Accounting, or related business degreeBe proficient in Microsoft Office ApplicationsActively participating in campus organizations, preferably within a leadership role, and/or professional work experienceIdentify with Cerity Partner's mission and demonstrate our core valuesDependable - Timely with solid follow-throughTech savvy - Ability to quickly learn to navigate various software applicationsOrganized - Proficient at compiling data into a presentable orderly deliverableAccurate - Demonstrates close attention to detailPositive attitude and professional appearanceStrong collaboration, interpersonal and communication skillsAbility to maintain confidentialityCompany Overview:
Cerity Partners is a leading, national registered investment advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
You understand the need to provide a world-class client experienceYou value the collaboration of insightful, experienced colleagues to deliver our servicesYou demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
Ready to apply?
Before you apply, gather the necessary materials. You'll be required to attach a resume and provide an unofficial academic transcript.