Cerity Partners ยท 4 months ago
Tax Admin Intern
Louisville, KY
Internship
Hybrid
InternCerity Partners is a nationally recognized registered investment advisory firm seeking a Tax Administrator Intern to join their tax team. This paid internship offers college students hands-on experience in tax preparation and financial services, perfect for those looking for a part-time seasonal position.
BankingFinanceFinancial Services
No H1B
Responsibilities
Assist with building, organizing, scanning, and preparing client source file for use in tax preparation process
Utilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client data
Assist Tax Administrators in assembly of client tax return deliverables
Other duties as requested by Tax Advisor and Tax Administrators
Qualification
Required
Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
Majoring in Finance, Accounting, or related business degree
Be proficient in Microsoft Office and Adobe Applications
Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
Identify with Cerity Partner's mission and demonstrate our core values
Strong collaboration, interpersonal and communication skills
Keen, consistent attention to detail
Ability to maintain confidentiality
Benefits
Enjoy competitive wages, flexible work schedules, and updated facilities.
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
Founded in 2009
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase