Summer 2027 Tax Intern

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Intern for our 2027 Summer Internship program. This paid internship is designed to provide college students with hands-on, career-related experience in the financial industry at a nationally recognized registered investment advisory.

Schedule

• 30–40 hours per week
• Summer 2027 internship program

Benefits

• Competitive wages
• Flexible work schedules
• Updated facilities
• Collaborative and supportive work environment
• Encouragement of internal career moves
• Technology-forward tools and solutions

Responsibilities

• Participate in financial planning and tax projects, as assigned
• Assist in the preparation of federal, state, and local individual and business income tax returns in UltraTax CS
• Create workpapers in Engagement Manager and SurePrep that effectively document project preparation
• Utilize FirmFlow (CRM/project management) and GoFileRoom (document storage) to maintain workflow status
• Research and analyze a wide range of tax issues
• Other duties as requested by Tax Advisors and Tax Administrators

Requirements

• Enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
• Majoring in Finance, Accounting, or a related business degree
• Proficient in Microsoft Office and Adobe Applications
• Actively participating in campus organizations (preferably in a leadership role) and/or professional work experience
• Alignment with Cerity Partners’ mission and core values
• Strong collaboration, interpersonal, and communication skills
• Keen, consistent attention to detail
• Ability to maintain confidentiality

About the Company

Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:

• Direct exposure to senior leadership and decision-makers
• Opportunity to work at one of the fastest-growing RIAs in America
• Hands-on training to build and strengthen wealth management and financial planning skills
• Experience within a culture that values collaboration, curiosity, and excellence

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer supporting diversity, inclusion, and accessibility.