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Cerity Partners

National wealth management and fiduciary advisory

Tax Intern

Tax AccountingConfirmed live in the last 24 hours
Internship · Summer 2027Raleigh, NC, USANo salary listedHybrid

About the Job

Requirements

  • Be enrolled in an undergraduate program at an accredited university and have a minimum 3.2 GPA.
  • Major in Finance, Accounting, or a related business degree and have a strong interest in tax.
  • Be proficient in Microsoft Office applications.
  • Have active participation in campus organizations, preferably in a leadership role, and/or professional work experience.
  • Be dependable and timely, with solid follow-through.
  • Be able to quickly learn to navigate various software applications.
  • Be proficient at compiling data into an orderly, presentable deliverable.
  • Demonstrate close attention to detail.
  • Maintain a positive attitude and professional appearance.
  • Demonstrate collaboration, interpersonal, and communication skills.
  • Be authorized to work for any employer in the United States.

Responsibilities

  • Assist in preparing federal, state, and local individual and business income tax returns.
  • Create work papers.
  • Research and analyze a wide range of tax issues.

Desired Qualifications

  • Participate in campus organizations, preferably in a leadership role, and/or have professional work experience.

About the Company

Cerity Partners

National wealth management and fiduciary advisory

Cerity Partners is a national wealth management firm offering integrated advisory services to individuals, families, businesses, and nonprofits. It operates as a fee-based fiduciary, earning asset-based, fixed, and hourly fees, with wealth and investment advisory fees starting around 1.50% of assets under management. The firm provides a full suite of services, including wealth and investment management, estate and gift planning, tax planning, and corporate services like retirement plan consulting and OCIO for nonprofits, delivered by teams of experts across finance, tax, and law. Its growth relies on mergers and acquisitions to expand reach and capabilities, and it bases investment decisions on modern portfolio theory with dynamic asset allocation and rebalancing.

Company size
1,001-5,000
Company stage
Growth Equity (Non-Venture Capital)
Total funding
$1B
Headquarters
New York City, New York
Founded
2009

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