2027 Apogem Capital Summer Internship - Tax

New York LifeNew York LifeNew York, New York, United States
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Posted

8/24/2026

Employment

Intern

Range

$30 - $30/hr

Work style

Hybrid

3 days in office

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38h/week

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AI summary

Core responsibilities

The intern will assist with the preparation and review of workpapers for partnership tax returns and support the tracking of tax capital accounts and allocations. They will also compile information for federal, state, and local tax filings while gaining exposure to various tax functions within the organization.

Requirements overview

Candidates should be currently studying accounting, finance, economics, or a related field and have completed at least one accounting course. Applicants must be available to work full-time for the 11-week summer program and be able to work on-site in New York City three days per week.

Key skills

Tax complianceAccountingFinancial reportingPartnership taxationPrivate equityWorkpaper preparationData analysisAnalytical skillsOrganizational skillsProblem-solvingAttention to detailFinancial services

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Education requirements

bachelor degree

About New York Life

Industry

Financial Services

Employees

38,155

Type

Privately Held

Size

10,001+ employees

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia

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Job categories

Finance & AccountingManagement & Leadership

Description

Location Designation: Hybrid - 4 days per week About Apogem Capital With offices in New York, Chicago, and Richmond, Apogem Capital is a leading alternatives investor, with decades of experience investing in the middle market and approximately $42 billion in assets under management across Private Credit, Private Equity, and Private Real Assets. By offering a full range of capital solutions, Apogem delivers innovative solutions to both private equity sponsors and portfolio companies while generating access to highly sought-after opportunities for our Investors. At Apogem Capital, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits. Role Overview: Apogem is seeking a Tax Intern to join the team for our 11-week Summer Internship Program. This internship is designed for students who are curious about tax, accounting, finance, or financial services and want to gain practical experience in an area they may not have had the opportunity to explore in the classroom. Tax offers a specialized career path with opportunities to build valuable technical expertise across compliance, structuring, reporting, and other areas that are critical to financial organizations. As an intern, you’ll gain hands-on exposure to partnership and private equity tax work while developing skills that can be valuable across accounting firms, financial institutions, and other tax-focused organizations. You do not need prior tax or internship experience to be successful in this role. We are looking for students who are eager to learn, willing to ask questions, and interested in exploring whether tax could be a fit for their long-term career. Key Areas of Responsibility: Assisting with the preparation and review of workpapers supporting partnership tax returns, including Forms 1065 and related Schedules K-1. Supporting the tracking of tax capital accounts, allocations of income and loss, and related calculations across multiple Apogem entities. Compiling and organizing information needed for federal, state, and local tax filings, including state apportionment calculations. Supporting tax compliance, reporting, and other projects based on team and business needs. Working with multiple tax professionals and gaining exposure to different areas of the tax function. Participating in meaningful projects that provide insight into how tax considerations support private equity and financial services businesses. A Broad Learning Experience Our internship is structured to provide exposure beyond a single area of tax. Interns may have opportunities to rotate across tax teams or work with different members of the organization, helping you develop a broader understanding of tax specialties and how the different functions work together. Through this experience, you can expect to: Build practical tax and accounting skills. Gain exposure to private equity and partnership taxation. Learn from multiple professionals across the tax organization. Develop professional relationships and expand your network. Strengthen analytical, organizational, and problem-solving skills that are transferable across future roles. Gain specialized experience that can help differentiate you as you pursue future internships and career opportunities. What You’ll Bring: Available to work full-time for the entire 11-week Summer Internship Program, May through August, 2027. Able to work approximately 37.5 hours per week. Able to work in a hybrid environment, including three days per week on-site in New York City. Are studying accounting, finance, economics, business, or a related field, although students from other academic backgrounds with a demonstrated interest are also encouraged to apply. Have completed at least one accounting course or have some familiarity with basic accounting concepts. Are interested in learning more about tax, accounting, private equity, or financial services. Bring a strong work ethic, attention to detail, curiosity, and a willingness to learn. Previous corporate, accounting, or tax internship experience is not required. We recognize that students build relevant skills through coursework, campus involvement, part-time work, volunteer experiences, and other opportunities. #LI-M Pay Transparency Salary range: $30 / hour Overtime eligible: Nonexempt Discretionary bonus eligible: No Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program. Our Benefits We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​ Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com

Requirements

  • Tax compliance
  • Accounting
  • Financial reporting
  • Partnership taxation
  • Private equity
  • Workpaper preparation
  • Data analysis
  • Analytical skills
  • Organizational skills
  • Problem-solving
  • Attention to detail
  • Financial services

Benefits

  • Leave programs
  • Adoption assistance
  • Student loan repayment programs

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