About the role#
We are looking for a Tax Admin Intern to join our team for the Winter 2027 term. This paid, part-time position offers 25 to 30 hours of work per week from January through mid-April. You will gain hands-on experience in the financial industry while supporting our tax team with administrative tasks and client deliverables.
What you'll do#
- Build, organize, scan, and prepare client source files for tax preparation.
- Use GoFileRoom, Engagement Manager, and Adobe Acrobat to manage electronic client data.
- Help Tax Administrators assemble client tax return deliverables.
- Take on additional tasks as requested by Tax Advisors and Tax Administrators.
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.
- Experience in a professional work environment or active participation in campus organizations, ideally in a leadership role.
- Strong communication and interpersonal skills with a focus on collaboration.
- High attention to detail and the ability to maintain confidentiality.
- Alignment with our company mission and core values.
Location & details#
- This role is based on-site in Bardstown, Kentucky.
- This is a part-time position.
- We do not provide visa 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
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