Role OverviewAs a Tax Intern, you will be integrated into the Family Office, working closely with CPAs, Accountants, and Financial Advisors to gain hands-on experience in tax accounting and financial services.
What You Will Do
Analyze Tax Liability, Prepare Tax Projections, attend meetings and trainings, and work with the Tax Team to assist in servicing clients.
Why It Might Be a Fit
This role is ideal for students pursuing a degree in Accounting, Finance, or a related field, with a strong work ethic and leadership qualities.
Requirements
- Ability to effectively manage competing priorities
- Strong sense of professional and personal accountability
- Basic computer skills and experience with Microsoft Office applications
- Strong written and verbal communication skills
- Strong work ethic
- Highly motivated and a self-starter
- Strong leadership qualities and an entrepreneurial spirit
- In pursuit of Bachelor’s Degree in Accounting. Finance, or related field preferred
- Intentions of completing Enrolled Agent and/or Certified Publish Accountant license
- Ability to obtain active Preparer Tax Identification Number (PTIN)
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