Spring 2027 Tax Intern
Cerity Partners
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- Location
- Louisville, KY
- Work style
- On-site
- Job type
- Part time, Internship
- Posted
- Nov 5
- 1 day ago
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Career path
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About the company
Cerity Partners
Financial services · 501 to 1,000 employees
Our people drive our success by working together to deliver exceptional service to our clients.
What you'll do
- Assist in preparing federal, state, and local individual and business income tax returns
- Create workpapers in Engagement Manager and SurePrep
- Research and analyze a wide range of tax issues
- Perform other duties as requested by Tax Advisors and Tax Administrators
What you need
- Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
- Major in Finance, Accounting, or a related business degree
- Be proficient in Microsoft Office and Adobe Applications
- Have strong collaboration, interpersonal, and communication skills
- Have keen, consistent attention to detail
- Be able to maintain confidentiality
- Actively participate in campus organizations, preferably within a leadership role, and/or have professional work experience (preferred)
- Identify with Cerity Partner’s mission and demonstrate its core values
- Education: a bachelor's degree
Key skills
Microsoft OfficeAdobe ApplicationsStrong collaborationInterpersonal skillsCommunication skillsAttention to detailMaintain confidentiality
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Perks
- competitive wages
- flexible work schedules
- updated facilities
- collaborative and supportive work environment
- Direct exposure to senior leadership
- Hands-on training
See full description on company page, apply now
Read the full posting here
We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Prep Intern.
This is a paid internship program (25-30 hours per week January to Mid-April) and is designed to provide college students with an opportunity to enhance their formal education with a hands-on, career-related experience. This role is also ideal for someone looking for a part-time seasonal position in the financial industry at a nationally recognized registered investment advisory.
Benefits & Perks:
We are proud of our unique approach to public accounting, which sets us apart from traditional firms:
Enjoy competitive wages, flexible work schedules, and updated facilities.
We stress the importance of everyone’s role on the team - we value a collaborative and supportive work environment.
Your career journey matters! We encourage internal moves if our company culture resonates with you.
We are a technology-forward company, using it to create smarter, more streamlined solutions.
Primary Responsibilities:
Assist in the preparation of federal, state, and local individual and business income tax returns in UltraTax CS (tax preparation software)
Create workpapers in Engagement Manager (workpaper organization/preparation software) and SurePrep (workpaper organization/preparation software) that effectively tell the story of how projects were prepared
Utilize FirmFlow (CRM/project management) and GoFileRoom (document storage) to maintain an accurate status of workflows
Research and analyze a wide range of tax issues
Other duties as requested by Tax Advisors and Tax Administrators
Required Qualifications:
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
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:
Direct exposure to senior leadership and decision-makers.
The opportunity to work at one of the fastest-growing RIAs in America.
Hands-on training to build and strengthen wealth management and financial planning skills.
Experience within a culture that values collaboration, curiosity, and excellence.
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.