Tax Intern

Overview

WHO are we looking for?

CAPTRUST is offering a paid Tax Intern in our Phoenix, AZ office that provides hands-on exposure to the inner workings of a leading wealth management firm with a robust tax practice. From day one, you will gain real world experience in a fast paced, collaborative environment using the most up-to-date office and taxation technology.

As a CAPTRUST intern, you will learn from industry experts about tax planning and compliance, client service, meeting preparation, and special projects. This internship is designed to give you practical skills that set you apart in the job market. Completion of the program may lead to future full-time opportunities (though not guaranteed). Flexible hours are available to accommodate your school schedule, and course credit may be possible depending on your program.

Responsibilities

• Assist with tax planning and preparation
• Support client meetings and meeting preparation
• Participate in cash flow, estate, and business succession planning
• Support the client services and administrative teams as needed/requested
• Contribute to internal and client-specific projects
• Attend client meetings in a support role

Qualifications

Minimum Qualifications:

• Actively pursuing undergraduate or graduate degree
• Business majors with a focus on accounting and taxation preferred
• Strong interest in individual taxation and wealth management
• Desired Qualifications/Skills: Strong critical thinker and initiative-taker
• High-level proficiency in Word, Excel, PowerPoint, Outlook, Copilot
• Excellent communication and writing skills that can translate complex topics for clients or colleagues in a concise and friendly manner
• Organized, meticulous and able to multitask
• Demonstrate highest standard of ethics, confidentiality, objectivity, and integrity
• Team player with a collaborative mindset
• Ability to build respectful and trusting relationships with colleagues and clients
• Sense of urgency to complete tasks in a timely manner
• Adaptable to changing circumstances
• Desire to give back to our communities and enrich the lives of those around us
• WHAT can you expect from your career at CAPTRUST?
• Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
• WHERE will you be working?
• 2375 East Camelback Road #700 | Phoenix, AZ 85016
• Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
• HOW do we build a world class organization one brick at a time?
• We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
• Are you the next brick?
• To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications
• Conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity
• EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
• It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #internship
• This position will remain open until filled.

Responsibilities

• Assist with tax planning and preparation
• Support client meetings and meeting preparation
• Participate in cash flow, estate, and business succession planning
• Support the client services and administrative teams as needed/requested
• Contribute to internal and client-specific projects
• Attend client meetings in a support role

Qualifications

Minimum Qualifications:

• Actively pursuing undergraduate or graduate degree
• Business majors with a focus on accounting and taxation preferred
• Strong interest in individual taxation and wealth management
• Desired Qualifications/Skills: Strong critical thinker and initiative-taker
• High-level proficiency in Word, Excel, PowerPoint, Outlook, Copilot
• Excellent communication and writing skills that can translate complex topics for clients or colleagues in a concise and friendly manner
• Organized, meticulous and able to multitask
• Demonstrate highest standard of ethics, confidentiality, objectivity, and integrity
• Team player with a collaborative mindset
• Ability to build respectful and trusting relationships with colleagues and clients
• Sense of urgency to complete tasks in a timely manner
• Adaptable to changing circumstances
• Desire to give back to our communities and enrich the lives of those around us
• WHAT can you expect from your career at CAPTRUST?
• Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
• WHERE will you be working?
• 2375 East Camelback Road #700 | Phoenix, AZ 85016
• Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
• HOW do we build a world class organization one brick at a time?
• We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
• Are you the next brick?
• To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications
• Conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity
• EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
• It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #internship
• This position will remain open until filled.