FAQs
What type of internship is being offered at CAPTRUST?
CAPTRUST is offering a paid internship in their Dallas, TX office, focused on providing exposure to the wealth management industry.
What are the primary responsibilities of a Tax Intern at CAPTRUST?
Responsibilities include collecting and organizing client information, constructing financial projections, assisting Wealth Advisors with analysis, participating in client meetings, creating deliverables, and conducting research projects among others.
What qualifications are required for the Tax Intern position?
Candidates should be working towards a bachelor's degree in a related field and have an interest in pursuing a CFP or other relevant industry designation.
What skills are desired for the Tax Intern role?
Desired skills include organization, creative thinking, strong financial and analytical skills, persuasive communication, self-starter attitude, attention to detail, and proficiency in Microsoft Office.
Will the intern receive training?
Yes, the internship includes hands-on training in various aspects of financial planning and investment management starting from day one.
Is this internship remote or hybrid?
This position is not fully remote; it is primarily an in-office role in Dallas, TX, but does offer some flexibility in a hybrid format.
What can interns expect from their career at CAPTRUST?
Interns can expect a supportive work environment with opportunities for personal growth, along with benefits such as a stocked break room and employee events.
What benefits does CAPTRUST offer its employees?
CAPTRUST offers employee ownership opportunities, a bonus program, comprehensive health coverage, a 401(k) program with employer match, and financial planning services for colleagues.
What characteristics are valued at CAPTRUST?
CAPTRUST values individuals who can build collaborative relationships, communicate effectively, demonstrate urgency in problem-solving, and have a strong desire to give back to the community.
How does CAPTRUST approach diversity and inclusion?
CAPTRUST is committed to maintaining a diverse workforce and inclusive environment, ensuring that all colleagues feel respected and supported regardless of various protected statuses.