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Tax Intern

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CAPTRUST

Jan 27

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

AI generated summary

  • You must be a rising Junior or Senior in a Business major, preferably Accounting or Taxation, with strong ethics, communication skills, and proficiency in Microsoft Office.
  • You will assist with tax planning, special projects, client meetings, cash flow and estate planning, while supporting client services and administrative 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 internship paid?

Yes, this is a paid Tax Internship.

What are the main responsibilities of the Tax Intern?

The main responsibilities include assisting with tax planning and preparation, supporting client meetings, participating in various planning activities, and aiding in administrative tasks.

What qualifications are required for this internship?

Candidates should be actively pursuing an Undergraduate/Graduate degree, preferably in Accounting or Taxation, and be a rising Junior or Senior with a significant interest in individual taxation and wealth management.

Are there opportunities for course credit?

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

What skills are desired for this internship?

Desired skills include critical thinking, proficiency in Microsoft Office Suite, strong communication and writing skills, organization, detail orientation, and the ability to work collaboratively.

Where is the internship located?

The internship is located at 601 Poydras Street, Ste. 1855 | New Orleans, LA 70130.

Can I work remotely as a Tax Intern at CAPTRUST?

No, this is not a remote or work-from-home position; it requires onsite presence.

What kind of culture can I expect at CAPTRUST?

CAPTRUST fosters a great culture focused on collaboration, high standards, and personal growth, with opportunities for fun employee events and team development.

Will this internship guarantee a full-time position after completion?

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

What benefits does CAPTRUST offer its employees?

CAPTRUST offers benefits including employee ownership opportunities, comprehensive health coverage, a wellness platform, 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.