About the role#
This is a paid internship based in our New Orleans office. You will gain exposure to how a wealth management firm operates while working directly with our tax practice. We offer flexible hours to accommodate your school schedule.
What you'll do#
- Assist with tax planning and preparation tasks.
- Help the team prepare for client meetings and attend those meetings in a support role.
- Participate in cash flow, estate, and cash management planning.
- Support our client services and administrative teams.
- Work on internal and client-specific special projects.
What you'll need#
- You are a rising Junior or Senior currently pursuing an Undergraduate or Graduate degree.
- We prefer majors in Accounting or Taxation, though all School of Business majors are welcome.
- You have a significant interest in individual taxation and wealth management.
- Proficiency in Word, Excel, PowerPoint, and Outlook.
- Strong communication and writing skills.
- Ability to maintain confidentiality and uphold high ethical standards.
Location & details#
- This role is located at 601 Poydras Street, New Orleans, LA.
- This is an on-site position.
- The internship term is rolling.
About CAPTRUST
CAPTRUST is a financial services firm founded in 1989. It operates as an independent advisory company for retirement plans and investments. Based in Raleigh, North Carolina, the firm employs between 1,001 and 5,000 people. It provides consulting to institutional investors, retirement plan sponsors, and high net-worth individuals.
How to get in at CAPTRUST
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