Wealth Management Intern (Summer 2025)

Rehmann

Jan 21

Applications are closed

Internship
Full-time
Summer Internship
Accounting & Tax
Business, Operations & Strategy
Troy, +1

Requirements

Pursuit of a finance major and eventual CFP license
Preferred graduation dates with 150 credit hours: December 2024-August 2026
GPA of 3.0 or higher
Initiative and drive exhibited through leadership experiences in work and/or campus extracurriculars
Some work experience (related or unrelated) is preferred
Strong, hands-on Excel skills
Excellent verbal and written communication skills
Advanced problem solving and critical thinking skills
Motivation to continuously learn and improve, easy to coach
Unwavering integrity in all situations
Enthusiasm, eagerness to engage, contribute, and have fun

Responsibilities

Reviewing prior year work papers and most recent interim financial statements prior to the beginning of an engagement
Performing audit procedures for moderately complex areas
Identifying and drafting relevant management letter comments, supported by factual information corroborated with appropriate client personnel
Maintaining knowledge of clients' policies, procedures and business conditions
Understanding clients' basic accounting practices and transactions, and their inter-relationships with financial information systems
Demonstrating working knowledge of clients' accounting systems, including computer control structure and environment, and assessing the effectiveness of controls
Reviewing and understand prior year tax returns and work papers
Preparing individual, business and trust tax returns for detail review
Ensuring all issues are addressed or documented and work papers are complete
Preparing tax liability projections for corporate and individual clients
Becoming familiar with federal tax regulations
Calculating tax extension and estimate payments

FAQs

What is the duration of the Wealth Management Internship?

The Wealth Management Internship is scheduled for the summer of 2025.

Is there an opportunity for year-round internships?

Yes, your application will be considered for any 2025 Winter, Summer, or Fall Internship for both Audit and Tax.

What type of mentorship can I expect during the internship?

Interns will receive mentorship and support from team-focused associates who are invested in the development of others.

Will interns have the opportunity to work with a variety of clients?

Yes, interns will gain exposure to a wide variety of clients and industries.

What skills are particularly valued for this internship?

Skills valued include strong Excel proficiency, excellent verbal and written communication, advanced problem-solving, critical thinking, and initiative demonstrated through work or extracurriculars.

What is the minimum GPA requirement for applicants?

A GPA of 3.0 or higher is required for applicants.

Are there any preferred academic qualifications for this internship?

Candidates should be pursuing a finance major and working towards obtaining a CFP license, with a preferred graduation date between December 2024 and August 2026.

What kind of work experience is preferred for applicants?

Some work experience, related or unrelated to finance, is preferred for applicants.

How does Rehmann support the personal and professional growth of its interns?

Rehmann provides programs and benefits that encourage growth and development, including benefits focused on physical and mental health, flexible work arrangements, and paid time off for volunteering.

Are there opportunities for hands-on experience during the internship?

Yes, interns will engage in complex projects and be entrusted with staff-level work that encourages creative problem-solving and skill development.

Rehmann

Empower Your Purpose

Finance

Industry

501-1000

Employees

1941

Founded Year

Mission & Purpose

Rehmann is a professional advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For over 80 years, Rehmann has provided forward-thinking solutions to our clients nationwide. With over 1,000 associates in Michigan, Ohio, and Florida, we are the momentum behind what’s possible. We focus on the business of business – allowing companies and individuals to focus on what makes them extraordinary. We help you look to the future with confidence, thanks to our unrivaled expertise and integrity. Through our partnerships with our clients and communities, we drive impact that empowers our world. Find us online at rehmann.com Rehmann is a member of the HLB network, a global network of independent advisory and accounting firms ranked 10th in global advisory networks. Be sure to check out The Rehmann Foundation page as well to learn more how our firm is getting involved in the communities we live and work in!