Tax Prep Intern

Job Description

Spring 2027 Tax Intern | Cerity Partners

The Tone:
This is a paid, part-time seasonal internship at Cerity Partners, located in Cincinnati, OH. Cerity Partners operates as a nationally recognized registered investment advisory, distinguished by its unique approach to public accounting. This role is designed to provide college students with a crucial opportunity to enhance their formal education through hands-on, career-related experience in tax preparation, directly contributing to the firm’s client service and operational efficiency during a key period.

The TL;DR
• Role: Internship
• Type: Paid, Part-time, Seasonal
• Location: In-person Cincinnati, OH
• Team: Tax team
• Mission: This person assists in preparing various tax returns and maintaining organized workflows to support the tax team’s operations.
• Tech Stack: UltraTax CS, Engagement Manager, SurePrep, FirmFlow, GoFileRoom, Microsoft Office, Adobe Applications

What You’ll Actually Do
• Prepare Returns: Assist in the preparation of federal, state, and local individual and business income tax returns utilizing UltraTax CS software.
• Create Workpapers: Create detailed workpapers within Engagement Manager and SurePrep, effectively documenting project preparation for clear understanding.
• Manage Workflows: Utilize FirmFlow and GoFileRoom to meticulously maintain and update the accurate status of ongoing workflows.
• Conduct Research: Research and analyze a wide range of complex tax issues to support tax advisors.
• Support Operations: Perform various other duties as requested by Tax Advisors and Tax Administrators, contributing to overall team operations.

The Must-Haves
• Background: Enrollment in an undergraduate program at an accredited university, majoring in Finance, Accounting, or a related business degree, maintaining a minimum 3.2 GPA. This is an Entry-Level role.
• Experience: Active participation in campus organizations, preferably in a leadership role, and/or professional work experience.
• Skills: Proficiency in Microsoft Office and Adobe Applications; strong collaboration, interpersonal, and communication skills; keen, consistent attention to detail; and the ability to maintain confidentiality.
• Bonus: Demonstrated identification with Cerity Partners’ mission and core values.