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Tax Intern

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CAPTRUST

1mo ago

  • Internship
    Full-time
    Summer Internship
  • Accounting & Tax
    Business, Operations & Strategy
  • New Orleans

AI generated summary

  • You should be a rising Junior/Senior in a School of Business major, with a strong interest in taxation, proficiency in MS Office, excellent communication skills, and a commitment to ethics and teamwork.
  • You will assist with tax projects, planning, client meetings, cash flow and estate planning, and support client services and administrative teams as needed.

Requirements

  • Minimum Qualifications:
  • Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior
  • All School of Business Majors (Accounting or Taxation preferred)
  • Significant interest in the workings of individual taxation and wealth management
  • Desired Qualifications/Skills:
  • Strong critical thinker who is a strong self-starter
  • High-level proficiency in Word, Excel, PowerPoint, Outlook
  • Excellent communication and writing skills
  • Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
  • Demonstrate highest personal ethics and integrity
  • Ability to maintain absolute confidentiality of information
  • Team player, collaborative, able to work with and through others

Responsibilities

  • Assist on special projects (internal projects/client specific)
  • Assist with tax planning and preparation
  • Help team prepare for client meetings
  • Attend client meetings in a support role
  • Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning
  • Support the client services and administrative teams as needed/requested

FAQs

Do we support remote work?

No, this is not a remote or work from home position.

What qualifications are required for the Tax Intern position?

Candidates must be actively pursuing an Undergraduate or Graduate degree, preferably in Accounting or Taxation, and should be a rising Junior or Senior.

Is this internship paid?

Yes, the Tax Internship is a paid position.

Can I earn course credit for this internship?

Yes, obtaining course credit may be possible depending on the student’s program approval.

What types of tasks will I be responsible for during the internship?

Responsibilities may include assisting with tax planning and preparation, client meetings support, internal and client-specific projects, and various administrative tasks.

Are there any particular skills that are desirable for this position?

Desired qualifications include strong critical thinking, high-level proficiency in Microsoft Office, excellent communication and writing skills, and the ability to maintain confidentiality.

What is the work location for this internship?

The internship will be based in the New Orleans, LA office, located at 601 Poydras Street, Ste. 1855.

What is the potential for future employment after completing the internship?

Completion of the internship may lead to, but does not guarantee, future full-time employment.

How flexible are the working hours?

Hours will be flexible based on the student’s school schedule.

What benefits does CAPTRUST offer to its employees?

Employee benefits include ownership opportunities, comprehensive health coverage, and a 401(k) program with a 5% employer match.

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CAPTRUST

We are building financial foundations. How can we help you?

Finance
Industry
1001-5000
Employees
1989
Founded Year

Mission & Purpose

CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.