About the role#
We are looking for a Tax Admin Intern to join our team for the Winter 2027 term. This paid internship provides hands-on, career-related experience within a financial services firm. You will work 25-30 hours per week from January through mid-April. This role is designed to help you build wealth management and financial planning skills through direct exposure to our daily operations.
What you'll do#
- Build, organize, scan, and prepare client source files for the tax preparation process.
- Use GoFileRoom, Engagement Manager, and Adobe Acrobat to manage and generate electronic client data.
- Help Tax Administrators assemble client tax return deliverables.
- Handle other tasks as requested by Tax Advisors and Tax Administrators.
What you'll need#
- Current enrollment in an undergraduate program at an accredited university.
- A minimum 3.2 GPA.
- A major in Finance, Accounting, or a related business field.
- Proficiency in Microsoft Office and Adobe applications.
- Experience through campus organizations, preferably in a leadership role, or prior professional work experience.
- Strong collaboration, interpersonal, and communication skills.
- A high level of integrity with the ability to maintain confidentiality.
- Consistent attention to detail.
- Alignment with our mission and core values.
Location & details#
- This position is based on-site in Elizabethtown, Kentucky.
- This is a part-time internship.
- We do not provide sponsorship for this role.
About Cerity Partners
Cerity Partners is a financial services firm that provides investment advice and wealth planning. The company serves high-net-worth individuals, businesses, and nonprofit organizations. Its professional staff includes financial planners, tax advisors, and attorneys. Based in New York, the firm operates as a private partnership with over 1,600 employees.
How to get in at Cerity Partners
Applying early is a distinct advantage at Cerity Partners because recruiters see the first applicants before the volume grows. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you can submit your materials among the first. This helps you avoid the frustration of a buried application. You can also improve your response rate by reaching out to the recruiter directly to ask about the role or a referral. Intern Insider surfaces the recruiters behind the company's roles to help you make that connection. Using these insights allows you to navigate the process with more precision than a standard application.
