Tax Administrative Assistant Internship (Fall & Spring)

Are you a college student looking for a spring internship that will provide real world experience?  Do you want to work with a collaborative team that believes in putting people first and holding each other accountable?  Would you like to be part of a team who works to empower, assist, guide, motivate and support others?   If yes, we believe you would be an outstanding fit for our tax internship program.  

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Bardstown tax team as a seasonal Tax Administrative Assistant from January 2024 – April 2024. We are also open to fall interns who would like to start early and work through April 2024!

This is a paid internship program (25-30 hours per week) and a great opportunity for individuals looking to gain experience in a professional environment. This role offers a flexible schedule, collaborative team atmosphere, and autonomy to manage your projects. This role is also ideal for someone looking for a part-time seasonal position in the financial industry at a nationally recognized registered investment advisory.

Primary Responsibilities:

• Perform basic administrative tasks such as filing, document preparation and data entry
• Organize documents using a provided guide
• Scan organized source documents into an electronic storage application
• Setup the electronic client file for the next step of the tax preparation process

Ideal Candidate Profile – “Our Casting Call!”

• Dependable – Timely with solid follow-through
• Tech savvy – Ability to quickly learn to navigate various software applications
• Organized – Proficient at compiling data into a presentable orderly deliverable
• Accurate – Demonstrates close attention to detail
• Positive attitude and professional appearance

Ready to apply?

Before you apply, gather the necessary materials. You’ll be required to attach a resume, unofficial academic transcript, and letter of recommendation with your application.

Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.  Our culture allows us to deliver this mission.  We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class customer experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills