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Tax Intern – Spring 2025

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CAPTRUST

2mo ago

  • Internship
    Full-time
    Summer Internship
  • Customer Relations
    Accounting & Tax

AI generated summary

  • You must be a rising Junior/Senior in a business major (Accounting/Taxation preferred), with strong skills in critical thinking, communication, and Microsoft Office. Integrity and teamwork are essential.
  • You will assist with projects, tax planning, client meeting preparations, cash flow and estate planning, and support client services and admin 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

What is the location of the Tax Intern position?

The Tax Intern position is located in Phoenix, AZ at 2375 East Camelback Road #700.

Is this a paid internship?

Yes, the Tax Internship is a paid opportunity.

What are the required qualifications for the Tax Intern position?

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

Are there any specific skills desired for this internship?

Yes, desired skills include strong critical thinking, proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook), excellent communication and writing skills, organization, attention to detail, and the ability to maintain confidentiality.

Can I earn course credit for this internship?

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

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

Responsibilities may include assisting with tax planning and compliance, preparing for client meetings, participating in various planning activities, and supporting client services and administrative teams.

Are there opportunities for future employment after the internship?

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

What is the work schedule for this internship?

The work hours will be flexible based on the school schedule of the intern.

Will I be required to work in-person or is remote work allowed?

This position is not remote or work-from-home; it requires onsite attendance.

What benefits does CAPTRUST offer to its interns?

CAPTRUST offers a variety of benefits, including employee ownership opportunities, a success sharing program, comprehensive health coverage, and a 401(k) program with a 5% employer match.

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.