Tax Intern

About the Role

CAPTRUST is offering a paid Tax Spring Internship in our New Orleans, LA office. This internship provides exposure to the inner workings of a wealth management firm with a robust tax practice, featuring hands-on learning from day one in a fast-paced environment.

Key Responsibilities

• Assist on special projects (internal projects/client specific).
• Assist with tax planning and preparation.
• Help the team prepare for client meetings.
• Attend client meetings in a support role.
• Participate in cash flow planning, estate planning, cash management, balance sheet planning, and operational business planning.
• Support the client services and administrative teams as needed/requested.
• Perform all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, software conversion projects, and administrative tasks.

Requirements & Tech Stack

• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Outlook

Qualifications

• Actively pursuing an Undergraduate/Graduate degree; rising Junior or Senior.
• All School of Business Majors, with Accounting or Taxation preferred.
• Significant interest in the workings of individual taxation and wealth management.
• Strong critical thinker and a strong self-starter.
• Excellent communication and writing skills.
• Organized, detail-oriented, and able to multitask with proven ability to plan and achieve results.
• Demonstrate highest personal ethics and integrity.
• Ability to maintain absolute confidentiality of information.
• Team player, collaborative, able to work with and through others.
• Ability to build successful, collaborative, and trusting relationships.
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information.
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges.
• Inherent desire to give back to our communities and enrich the lives of those around us.
• An other-centered mindset.
• Integrity through maintaining objectivity.
• Must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines.

Obtaining course credit may also be possible, depending on the student’s program approval.

Hours will be flexible based on school schedule.

This is not a remote or work from home position.