Summer 2027 Tax Intern

About the Role

Cerity Partners is seeking a Tax Intern for a paid internship program (30-40 hours per week). This role is designed to provide college students with an opportunity to enhance their formal education with hands-on, career-related experience. It is also ideal for someone looking for a part-time seasonal position in the financial industry at a nationally recognized registered investment advisory.

Key Responsibilities

• Assist in the preparation of federal, state, and local individual and business income tax returns
• Create work papers
• Research and analyze a wide range of tax issues

Requirements & Tech Stack

• Proficient in Microsoft Office Applications
• Tech savvy – Ability to quickly learn to navigate various software applications

Qualifications

• Enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
• Majoring in Finance, Accounting, or related business degree with a strong interest in tax
• Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
• Identify with Cerity Partner’s mission and demonstrate our core values
• Dependable – Timely with solid follow-through
• Organized – Proficient at compiling data into a presentable orderly deliverable
• Accurate – Demonstrates close attention to detail
• Positive attitude and professional appearance
• Strong collaboration, interpersonal and communication skills

Internship Program Benefits

• Direct exposure to senior leadership and decision-makers
• The 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