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Tax Intern - Spring 2025

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CAPTRUST

3mo ago

  • Internship
    Full-time
    Summer Internship
  • Accounting & Tax
    Education & Teaching

AI generated summary

  • You must be a rising Junior/Senior in business (Accounting/Taxation preferred), have a strong interest in taxation, excel in communication, and demonstrate ethics, organization, and teamwork.
  • You will assist with tax planning, special projects, client meetings, and cash flow/estate planning while supporting client services and accepting feedback from the team.

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
  • Accepts and applies coaching and feedback
  • Support the client services and administrative teams as needed/requested

FAQs

Is this position remote or onsite?

This position is not remote or work from home; it is an onsite role at our Wayzata, MN office.

What is the expected start date for the Tax Intern position?

The Tax Intern position is for Spring 2025.

What are the primary responsibilities of the Tax Intern?

The primary responsibilities include assisting with tax planning and preparation, helping to prepare for client meetings, attending client meetings in a support role, participating in various planning activities, and supporting client services and administrative teams as needed.

What are the minimum qualifications for applicants?

Applicants must be pursuing an Undergraduate or Graduate degree, be a rising Junior or Senior, and have a strong interest in individual taxation and wealth management, preferably majoring in Accounting or Taxation.

What skills are desired for this internship?

Desired skills include strong critical thinking abilities, proficiency in Word, Excel, PowerPoint, and Outlook, excellent communication and writing skills, organizational skills, detail orientation, and the ability to work collaboratively.

Will I receive course credit for this internship?

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

Is there a possibility of full-time employment after the internship?

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

What characteristics are valued at CAPTRUST for this position?

Valued characteristics include the ability to build collaborative relationships, strong written and verbal communication skills, a sense of urgency in getting work done, a desire to give back to the community, and integrity in maintaining objectivity.

How does CAPTRUST support diversity in the workplace?

CAPTRUST is committed to building and maintaining a diverse workforce and inclusive work environment where all colleagues feel authentically seen, respected, and supported.

What is the location of the CAPTRUST office for this internship?

The internship will take place at 1907 Wayzata Blvd #200, Wayzata, MN 55391.

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.