Intern- Tax Advantaged Solution Part-time Fall 2026

Responsibilities

• Responsible for assigned project-based research and presentation to be shared with leadership at the conclusion of the program.
• Obtain entry-level exposure to the functions of the Tax-Advantaged Solutions department as follows:
• Routine Department Operations: Process standard transactional requests, including basic withdrawals, account conversions, Qualified Charitable Distributions (QCDs), and automated recurring distributions.
• Rebalance departmental general ledgers (GLs) daily and resolve rejected system entries or adjustment requests.
• Complete administrative duties including mailings and imaging documents, and other clerical duties as assigned.
• Transactional Quality Control: Perform routine quality control audits on daily system maintenance logs, newly opened IRA/HSA document images, and missing beneficiary data fields to ensure total compliance.
• Retirement Framework Onboarding: Actively study and cultivate functional working knowledge regarding internal retirement account mechanics (IRAs, TSERs, ORP, NC 401(k), 457, 403(b)) through structured training.
• Dedicate focused effort to understanding IRS codes, compliance regulations, and credit union policies regarding tax-advantaged asset administration and where to retrieve authoritative internal references.
• Collaborate effectively and professionally with internal coworkers and departments across the organization to aid in research and development of project.

Requirements

• Finance, Business, or Accounting-related major preferred.
• Proficient with Microsoft Office suite, showing specific comfort navigating data entry and basic formulas in Excel.
• Must be 18 years or older.
• Currently enrolled full-time at a US – NC based accredited university/college.
• Must commit to a 12 – 10 week internship program.
• Must commit to at least 10 hours per week.
• GPA of 2.8 or higher.
• Authorized to work in the Unites States without Sponsorship now or in the future or without receiving CPT/OPT through university/college.
• Must be a rising Sophomore, Junior, Senior or Graduate Student.

Job Environment

• Office setting with physical proximity to other employees.
• Sitting for prolonged periods.
• Bending/standing for prolonged periods.
• Carrying up to 5 lbs.
• Lifting up to 5 lbs.
• Push/ pull up to 5 lbs.
• Filing for prolonged periods.
• Telephone for prolonged periods.
• Computer for prolonged periods.