About the role#
This is a paid internship for students who want hands-on experience in the financial industry. You will work 25-30 hours per week from January through mid-April. The program provides a chance to apply your formal education to real tax projects while working alongside professional tax advisors and administrators.
What you'll do#
- Prepare federal, state, and local income tax returns for individuals and businesses using UltraTax CS.
- Build workpapers in Engagement Manager and SurePrep that document the preparation process for each project.
- Manage project status and workflows using FirmFlow and GoFileRoom.
- Research and analyze various tax issues.
- Assist tax advisors and administrators with other tasks as needed.
What you'll need#
- Enrollment in an undergraduate program at an accredited university with at least a 3.2 GPA.
- A major in Finance, Accounting, or a related business field.
- Proficiency in Microsoft Office and Adobe applications.
- Active participation in campus organizations, ideally in a leadership role, or previous work experience.
- Strong communication and interpersonal skills with a focus on detail and confidentiality.
- Alignment with the mission and values of Cerity Partners.
Location & details#
- This role is located in Louisville, Kentucky.
- The position is on-site.
- You must be authorized to work in the United States.
About Cerity Partners
Cerity Partners is a financial services firm that provides investment advice and wealth planning. The company serves high-net-worth individuals, businesses, and nonprofit organizations. Its professional staff includes financial planners, tax advisors, and attorneys. Based in New York, the firm operates as a private partnership with over 1,600 employees.
How to get in at Cerity Partners
Applying early is a distinct advantage at Cerity Partners because recruiters see the first applicants before the volume grows. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you can submit your materials among the first. This helps you avoid the frustration of a buried application. You can also improve your response rate by reaching out to the recruiter directly to ask about the role or a referral. Intern Insider surfaces the recruiters behind the company's roles to help you make that connection. Using these insights allows you to navigate the process with more precision than a standard application.
