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 Prep 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 in the preparation of federal, state, and local individual and business income tax returns in UltraTax CS (tax preparation software)
- Create workpapers in Engagement Manager (workpaper organization/preparation software) and SurePrep (workpaper organization/preparation software) that effectively tell the story of how projects were prepared
- Utilize FirmFlow (CRM/project management) and GoFileRoom (document storage) to maintain an accurate status of workflows
- Research and analyze a wide range of tax issues
- Other duties as requested by Tax Advisors 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
- Ability to maintain confidentiality
Why Cerity Partners:
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.
- 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.
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- Enrollment in an undergraduate program at an accredited university
- Minimum 3.2 GPA
- Major in Finance, Accounting, or a related business degree
- Proficiency in Microsoft Office and Adobe Applications
- Active participation in campus organizations, preferably in a leadership role, and/or professional work experience
- Alignment with Cerity Partners' mission and demonstration of its core values
- Strong collaboration, interpersonal, and communication skills
- Keen and consistent attention to detail
- Ability to maintain confidentiality
- Authorization to work for any employer in the United States
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
