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Prepare and review individual, trust, estate, gift, foundation, and business tax returns; verify OCR-processed source documents; conduct tax research; assist with tax notices and audits; maintain organized files; input financial records; analyze tax data; and support tax planning. The intern works approximately 24 hours weekly from January through April 2027 and must work onsite four days per week.

Supports wealth management and financial planning teams by preparing client presentation materials, analyzing financial information, creating customized planning templates, researching planning topics, managing documents, and assisting with firm initiatives. The intern applies concepts related to investments, retirement, insurance, estate planning, taxes, and risk management while maintaining confidentiality and providing professional client service.

Supports wealth management and financial planning for high- and ultra-high-net-worth clients. Responsibilities include preparing client presentation materials, analyzing financial information, assisting with customized planning templates, researching financial topics, managing documents, and supporting firm initiatives. The intern must demonstrate strong communication, organization, analytical ability, confidentiality, professionalism, and familiarity with financial planning, investments, insurance, estate planning, and tax principles.

Provides operational and client-service support for wealth management teams by preparing custodian, managed-account, subscription, and tax documentation; processing transfers, distributions, and account updates; supporting bill pay and accounting in QuickBooks; preparing financial reports; organizing quarterly meeting materials; tracking tasks; and assisting with office administration and special projects.

Supports wealth management and financial planning for high- and ultra-high-net-worth clients by preparing presentation materials, projections, net worth statements, cash flow reports, budgets, and planning summaries. Reviews information related to retirement, taxes, insurance, estate planning, gifting, and education; researches planning topics; manages documents; and assists with firm initiatives and client service.

Supports wealth management professionals by preparing client presentation materials, financial projections, net worth statements, cash flow reports, budgets, and planning summaries. Reviews and analyzes client information related to retirement, taxes, insurance, estate planning, gifting, and education. Assists with customized planning templates, financial research, document management, and departmental initiatives while maintaining confidentiality and providing professional client service.

Supports wealth management and financial planning teams by preparing client presentation materials, analyzing financial information, creating customized planning templates, researching financial topics, managing documents, and assisting with firm initiatives. The intern applies foundational knowledge of investments, insurance, estate planning, taxes, and financial planning while maintaining confidentiality, professionalism, organization, and strong client service.

Supports wealth management and financial planning teams by preparing client presentation materials, financial projections, net worth statements, cash flow reports, budgets, and planning summaries. Reviews and analyzes client information related to retirement, taxes, insurance, estate planning, gifting, and education. Researches financial planning topics, manages documents, assists with customized meeting templates, and contributes to firm initiatives while maintaining professionalism, confidentiality, and accuracy.

Supports wealth management and financial planning teams by preparing client presentation materials, analyzing financial information, researching planning topics, creating customized planning templates, managing documents, and assisting with firm initiatives. The role requires strong organization, communication, analytical skills, attention to detail, confidentiality, and familiarity with financial planning, investment, insurance, estate planning, and tax concepts.

Supports wealth management and financial planning for high- and ultra-high-net-worth clients. Responsibilities include preparing client presentation materials, analyzing financial information involving retirement, taxes, insurance, estate planning, and education, researching planning topics, creating customized planning templates, managing documents, and assisting with firm initiatives. Requires strong organization, communication, analytical ability, confidentiality, client service, and Microsoft Office proficiency.