- Cincinnati, Ohio, United States
- Internship · Entry
Summer internship providing hands-on experience in tax and financial planning within a registered investment advisory.
Compensation
paid internship program (30-40 hours per week)
Responsibilities
- Participate in financial planning and tax projects, as assigned
- Assist in the preparation of federal, state, and local individual and business income tax returns in UltraTax CS
- Create workpapers in Engagement Manager and SurePrep that effectively tell the story of how projects were prepared
- Utilize FirmFlow (CRM/project management) and GoFileRoom to maintain an accurate status of workflows
- Research and analyze a wide range of tax issues
Requirements
- Enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
- Majoring in Finance, Accounting, or related business degree
- Nice to have: Leadership role in campus organizations
- Nice to have: Professional work experience