At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!
We are actively looking for a part-time Client Accounting Services (CAS) Intern to join our Family Office Services team based in the NYC office. The internship will run through June 2027.
The ideal candidate must be able to work in-person 3 days per week for up to 29 hours per week, Monday through Friday, during the 9:00am to 5:00pm business hours.
Key Responsibilities:
• Provide general administrative and clerical support to the CAS/FOS teams including but not limited to downloading and filing statements.
• Assist with setting up financial packages for clients: preparing and reviewing financial statements, including balance sheets, income statements, and cash flow statements.
• Assist with setting up tasks in Asana (project management software).
• Help maintain organized records and documentation for easy access and reference.
• Basic QuickBooks Online work: Chart of Accounts setup, GL coding, bank/credit card reconciliations.
• Communicate effectively with clients and team members, assisting with inquiries and requests when needed.
Qualifications:
• Must be able to work in-person 3 days per week for up to 29 hours per week, Monday through Friday, during the 9:00am to 5:00pm business hours around your school schedule.
• Currently pursuing an Accounting degree
• Must have good communication, computer skills and be a team player that is motivated to work in a fast-paced environment.
SAX Advisory Group LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
Skills Required
- Able to work in-person in the NYC office 3 days per week for up to 29 hours per week during business hours (9:00am to 5:00pm)
- Currently pursuing an Accounting degree
- Good communication skills, computer skills, and ability to work as a motivated team player in a fast-paced environment
- Basic QuickBooks Online skills (Chart of Accounts setup, GL coding, bank/credit card reconciliations)
- Familiarity with Asana or ability to set up tasks in project management software
What We Do
SAX is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals. For more than 65 years, we have offered industry-specific expertise, comprehensive service offerings and client-centric results. “Sax” is the brand name under which Sax LLP and Sax Advisory Group LLC and its subsidiary entities provide professional services. Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Through our unique Client Service Delivery Model, we offer the right business solutions to help our clients turn their dreams and vision into reality. With offices in Parsippany, N.J., Ewing, N.J. Morganville, NJ and New York City, we have a keen sense of what it takes to succeed in this competitive and ever-changing marketplace.
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