Spring 2027 Tax Intern

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Cleveland tax team January 2027 – April 2027. We are seeking a team player with a positive attitude and the highest level of personal integrity to join our team.

This is a paid internship program (20-30 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:

• Assist in the preparation of federal, state, and local individual and business income tax returns
• Create workpapers that effectively tell the story of how projects were prepared
• Research and analyze a wide range of tax issues
• Other duties as assigned.

Ideal Candidate Profile:

• Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
• Majoring in Finance, Accounting, or related business degree with a strong interest in tax
• Be proficient in Microsoft Office Applications
• Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
• Identify with Cerity Partners mission and demonstrate our core values
• 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
• Strong collaboration, interpersonal and communication skills

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain:

• Direct exposure to senior leadership and decision-makers.
• The opportunity to work at one of the fastest-growing RIAs in America.
• Hands-on training to build and strengthen wealth management and financial planning skills.
• Experience within a culture that values collaboration, curiosity, and excellence.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.