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Intern, Tax Reporting

🚀 Off-cycle Internship

Jersey City

AI generated summary

  • Enrolled university student in finance or related field with proficiency in Microsoft Office, strong organizational and communication skills, attention to detail, and ability to work in a fast-paced team environment.
  • As an intern in Tax Reporting at Wedbush Securities, you will be responsible for reviewing error reports, investigating root causes, assisting with daily processing tasks, monitoring the tax reporting mailbox for inquiries, and handling other tax-related tasks as assigned.

Off-cycle Internship

Accounting & Tax, Banking & FinanceJersey City


  • Our Operations team is seeking a summer intern. This is a phenomenal opportunity for a self-driven student to support an experienced team of professionals at one of the nation’s leading financial institutions.


  • Must be enrolled in an accredited university, preferably pursuing a major in finance, economics, or related field
  • Proficiency in Microsoft Office (including Word, Excel, and Outlook)
  • Professional presentation skills and ability to effectively interact with all organizational levels
  • Exceptional organizational skills and the ability to prioritize daily work flow
  • High degree of accuracy and attention to detail
  • Ability to work in a fast-paced team environment

Education requirements

Currently Studying

Area of Responsibilities

Accounting & Tax
Banking & Finance


  • Review error and warning reports, investigate root cause and input correcting entries
  • Review missing cost basics reports, speak with clients, FA's and external parties to rectify
  • Assist with daily processing responsibilities including step ups, position reconciliation and dividend wash reconciliation
  • Review corporate actions processed for missing data resulting in cost basis issues
  • Monitor tax reporting mailbox for inquiries, investigate and respond appropriately
  • Perform other tasks and duties as required and assigned


Work type

Full time

Work mode



Jersey City