About the role#
This is a paid internship for students who want hands-on experience in the financial industry. You will work 25-30 hours per week from January through mid-April. The program provides a chance to apply your formal education to real tax projects while working alongside professional tax advisors and administrators.
What you'll do#
- Prepare federal, state, and local income tax returns for individuals and businesses using UltraTax CS.
- Build workpapers in Engagement Manager and SurePrep that document the preparation process for each project.
- Manage project status and workflows using FirmFlow and GoFileRoom.
- Research and analyze various tax issues.
- Assist tax advisors and administrators with other tasks as needed.
What you'll need#
- Enrollment in an undergraduate program at an accredited university with at least a 3.2 GPA.
- A major in Finance, Accounting, or a related business field.
- Proficiency in Microsoft Office and Adobe applications.
- Active participation in campus organizations, ideally in a leadership role, or previous work experience.
- Strong communication and interpersonal skills with a focus on detail and confidentiality.
- Alignment with the mission and values of Cerity Partners.
Location & details#
- This role is located in Louisville, Kentucky.
- The position is on-site.
- You must be authorized to work in the United States.
About Cerity Partners
Cerity Partners is a financial services firm that provides objective advice to high-net-worth individuals, businesses, and nonprofit organizations. The firm employs a team of financial planners, attorneys, and tax advisors to manage various aspects of client financial lives. Based in New York, the company operates as a privately held entity with a staff size between 1,001 and 5,000 employees. It focuses on wealth planning, estate management, and retirement consulting.
How to get in at Cerity Partners
Securing an internship at Cerity Partners requires speed because early applicants often receive more attention before the candidate pool grows. Intern Insider sends an instant alert the moment a role matching your target is published, which helps you apply among the first and gain a visibility advantage. You can use this timing to ensure your materials are reviewed while the team is still actively sourcing. Reaching out to the recruiters behind these roles directly can also improve your response rates compared to applying into a general queue. Intern Insider surfaces the specific contacts for Cerity Partners roles, allowing you to ask relevant questions or request a referral. This direct approach shows professional initiative and helps you stand out to the hiring team.
