About the role
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 Administrator Intern. This is a paid internship program (25-30 hours per week January to Mid-April) and is designed to provide college students with an opportunity to enhance their formal education with a hands-on, career-related experience. This role is also ideal for someone looking for a part-time seasonal position in the financial industry at a nationally recognized registered investment advisory.
Benefits & Perks
We are proud of our unique approach to public accounting, which sets us apart from traditional firms: Enjoy competitive wages, flexible work schedules, and updated facilities. We stress the importance of everyone’s role on the team - we value a collaborative and supportive work environment. Your career journey matters! We encourage internal moves if our company culture resonates with you. We are a technology-forward company, using it to create smarter, more streamlined solutions.
Primary Responsibilities
Assist with building, organizing, scanning, and preparing client source file for use in tax preparation process Utilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client data Assist Tax Administrators in assembly of client tax return deliverables Other duties as requested by Tax Advisor and Tax Administrators
Required Qualifications
Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA Majoring in Finance, Accounting, or related business degree Be proficient in Microsoft Office and Adobe Applications 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 Strong collaboration, interpersonal and communication skills Keen, consistent attention to detail Abil