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Serves as the first point of contact for clients and visitors while providing tax administrative support. Responsibilities include phone and email communication, document scanning and filing, mail and shipping coordination, tracking tax return statuses and authorizations, client onboarding, invoicing support, workflow coordination, meeting planning, process improvement, and office supply management.

Paid summer internship supporting wealth management and financial planning activities. Responsibilities include assisting financial advisors with client presentations, financial documents, performance reports, investment portfolios, tax planning research, spreadsheets, and the full financial planning process. Interns will use CRM and financial planning software, collaborate on projects, and gain exposure to senior leadership and registered investment advisory operations.

Leads onboarding and implementation of workplace financial counseling programs, developing standardized processes, playbooks, training, and operational frameworks. Coordinates corporate stakeholders, advisors, marketing, billing, communications, and internal teams. Uses engagement data and advisor feedback to improve utilization, recommend engagement strategies, and identify corporate expansion opportunities.

Develops comprehensive financial and wealth plans, analyzes client data, creates recommendations and scenarios, supports Wealth Advisors, and assists with client meetings. Maintains Salesforce CRM and eMoney planning software, prepares review materials, conducts research, tracks planning metrics, manages follow-ups, resolves client questions, and supports recommendation implementation and financial planning marketing content.

Supports fund accounting and operations for client investment portfolios. Responsibilities include monitoring correspondence, managing investment documents and reminders, assisting with trade settlement and margin management, maintaining information and access records, supporting operating expense processes, reviewing monthly account closings and reports, and completing ad hoc operational projects.

Paid seasonal internship supporting tax administrators with organizing, scanning, and preparing client source files; managing electronic tax data using GoFileRoom, Engagement Manager, and Adobe Acrobat; and assembling client tax return deliverables. The role offers hands-on exposure to tax preparation, wealth management, and financial planning while requiring confidentiality, attention to detail, collaboration, and strong communication.

Paid seasonal internship supporting tax administrators with organizing, scanning, and preparing client source files; managing electronic data in GoFileRoom, Engagement Manager, and Adobe Acrobat; and assembling client tax return deliverables. The role requires undergraduate enrollment in finance, accounting, or a related business field, a minimum 3.2 GPA, proficiency with Microsoft Office and Adobe applications, strong communication and collaboration skills, attention to detail, and confidentiality.

Paid summer internship supporting the tax team with federal, state, and local individual and business income tax returns, workpaper preparation, and tax research. The intern will gain hands-on experience in wealth management and financial planning while collaborating with senior professionals. Candidates should be undergraduate students studying finance, accounting, or a related field, with strong organization, communication, accuracy, and Microsoft Office skills.

Manages client relationships, develops personalized wealth planning strategies, leads client and prospect meetings, supports onboarding, coordinates tax, legal, and investment services, and grows assets under management. The Wealth Advisor also mentors colleagues, supports client transactions, drives retention and business development, and ensures exceptional client outcomes and service.

Paid summer internship supporting wealth management and financial planning. Responsibilities include assisting financial advisors with client presentations, financial documents, performance reports, portfolio maintenance, tax planning research, data gathering, plan development, and investment portfolio implementation. Interns will use CRM and financial planning software, conduct independent research, build spreadsheets, and collaborate virtually on projects.