Intern, Tax- Destin, FL

Job Summary

The internship runs from Jan. 13 to April 15, 2027. Interns must be able to work 5 days / 40 hours per week for the entire period. The Intern, Tax will assist the team in servicing high‑net‑worth individuals, focusing on personal, fiduciary, S‑Corporation, partnership, private foundation, and gift tax returns. The role provides hands‑on learning through real client work, allowing interns to develop foundational knowledge of tax planning and compliance.

Responsibilities

• Assist with the preparation of tax returns, income‑tax projects, estimated tax vouchers, extension forms, and supporting work papers under guidance of experienced tax professionals.
• Organize and maintain client tax files and electronic records; support administrative and task‑compliance activities, including gathering information for billing and other client‑service needs.
• Prepare supporting schedules, reconcile client information, and review tax documents for completeness and accuracy prior to preparation and filing.
• Participate in training sessions, associate meetings, and professional‑development opportunities to build technical tax knowledge and gain exposure to firm processes and best practices.
• Conduct basic research and assist with gathering information related to inquiries from taxing authorities and changes in tax laws and regulations.
• Learn and follow the firm’s quality‑control procedures, professional standards, and confidentiality requirements throughout all assignments.
• Collaborate with tax and wealth‑advisory teams to gain exposure to integrated tax and financial‑planning concepts and support client‑service initiatives.
• Assist with special projects and other assignments that support the tax team and enhance the overall client experience.

Requirements

• Pursuing a bachelor’s or master’s degree with an expected graduation date within 24 months of the internship start.
• Demonstrated leadership experience through work or extracurricular activities.
• Preferred: degree in Accounting, Finance, Business, or a related field.

Skills

• Strong aptitude for working with numbers and performing detailed calculations accurately.
• Basic knowledge of accounting or tax principles.
• Eagerness to learn and ask questions in a fast‑paced, team‑oriented environment.
• Ability to work well within a team, supporting colleagues and contributing to shared goals.
• High level of confidentiality and discretion when handling sensitive client information.
• Strong organizational and time‑management skills to meet multiple deadlines.
• Excellent written and verbal communication skills, including the ability to explain findings clearly.
• Proficiency in Microsoft Excel and Word; willingness to learn specialized tax‑planning and preparation software.

Physical Demands/Requirements

The employee is regularly required to sit, stand, write, review and type reports, compile data, operate a PC, communicate, listen, and assess information. The employee may move about the office complex, travel to other office locations, and lift, push, pull, or move 10‑15 pounds. Visual requirements include distant, close, and color vision, and the ability to adjust focus.

Work Environment

This role operates in a professional office environment, routinely using standard office equipment such as laptop computers, photocopiers, and phones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel Requirements

None.

Culture and Inclusion

The firm is dedicated to building a diverse culture where everyone has the support needed to achieve career goals. It offers an innovative workplace that fosters camaraderie, teamwork, and work‑life balance, and actively nurtures professional growth while giving back to the community.