About the role#
We are looking for a Tax Intern to join our team for the Summer 2027 program. This paid internship provides 30 to 40 hours of work per week. It is designed to help students bridge the gap between formal education and professional experience within the financial services industry.
What you'll do#
- Assist with the preparation of federal, state, and local income tax returns for individuals and businesses.
- Participate in financial planning and tax projects as assigned by the team.
- Create workpapers using Engagement Manager and SurePrep to document project preparation.
- Manage workflow status by using FirmFlow and GoFileRoom.
- Research and analyze tax issues.
What you'll need#
- Enrollment in an undergraduate program at an accredited university with a minimum 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 relevant work experience.
- Strong communication and interpersonal skills to work well with others.
- High attention to detail and the ability to maintain confidentiality.
Location & details#
- This position is based on-site in Cincinnati, Ohio.
- This is a full-time, paid internship for the Summer 2027 term.
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.
