Logo of Huzzle

Tax Intern – Summer 2025

image

CAPTRUST

25d ago

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

AI generated summary

  • You must be a rising Junior or Senior in business (Accounting/Taxation preferred) with strong critical thinking, communication skills, and proficiency in Office tools.
  • You will assist with tax planning, prepare for client meetings, participate in special projects, 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

Is this a remote position?

No, this is not a remote or work-from-home position; it is an onsite internship in Dallas, TX.

What qualifications are required for this internship?

Candidates must be actively pursuing an Undergraduate or Graduate degree, preferably as a rising Junior or Senior, with a preference for majors in Accounting or Taxation.

What skills are desired for applicants?

Desired qualifications include strong critical thinking skills, high-level proficiency in Word, Excel, PowerPoint, and Outlook, excellent communication and writing skills, organizational abilities, attention to detail, and a collaborative team spirit.

What responsibilities will the intern have?

Intern responsibilities include assisting with tax planning and preparation, supporting client services and meeting preparation, participating in cash management and estate planning, and helping with administrative tasks.

Is this internship paid?

Yes, this internship is a paid position.

What benefits does CAPTRUST offer to interns?

Interns can expect a quality work environment, opportunities for personal growth, and experiences that foster collaboration. Specific benefits for employees include ownership opportunities, health coverage, and a 401(k) program with employer match.

Will the internship lead to a full-time job?

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

How can I apply for the internship?

Candidates are encouraged to apply anytime, as CAPTRUST hires interns year-round.

What is the work environment like at CAPTRUST?

CAPTRUST fosters a great culture with a commitment to high standards, collaboration, and employee support, including fun events and a stocked break room.

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.