About the role#
SAX is seeking a part-time Client Accounting Services (CAS) Intern to join the Family Office Services team in the New York office. This internship is for the summer of 2027 and runs through June 2027. This is a paid, on-site position.
What you'll do#
- Provide general administrative and clerical support, including downloading and filing statements.
- Assist with setting up financial packages for clients, such as preparing and reviewing balance sheets, income statements, and cash flow statements.
- Manage tasks within project management software.
- Maintain organized records and documentation for reference.
- Perform basic QuickBooks Online tasks, including Chart of Accounts setup, GL coding, and bank or credit card reconciliations.
- Communicate with clients and team members to assist with inquiries and requests.
What you'll need#
- Current enrollment in an Accounting degree program.
- Strong communication and computer skills.
- Ability to work as a team player in a busy environment.
Location & details#
- Location: New York, New York.
- Schedule: On-site 3 days per week, Monday through Friday, between 9:00am and 5:00pm.
- Hours: Up to 29 hours per week.
- Pay: $20 to $21 per hour.
How to get in at SAX
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