Tax, Finance, Wealth Management Internship

Miller Russell Associates - Phoenix, AZ Posted: 9/7/2017 - Paid - Part-time - Apply Before: 6/1/2018


Internship Summary:

Paid internship with small company (40 employees). Intern will be exposed to multiple aspects of the company with a focus on tax. Hands-on learning starts day one in this fast paced environment. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Term of internship is variable, averaging around 10 weeks with the potential for extensions. Come apply, we are hiring YEAR ROUND!


Duties and Responsibilities:

Internship will provide exposure to the inner-workings of a wealth management firm. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, software conversion projects, and administrative tasks.

  • Assist on special projects (internal projects/client specific)
  • Help team prepare for client meetings
  • Attend client meetings in a support role
  • Interact with CEO and partners
  • Participate in tax preparation/ tax compliance/ cash flow planning/ estate planning/ balance sheet planning/ operational business planning
  • Accept and apply coaching and feedback
  • Support the client services and administrative teams as needed/requested

Minimum Requirements:


  • Students planning to graduate May-December 2016
  • Currently enrolled undergraduate Business student
  • Passionate about helping others and wanting to work with clients on a personal level
  • High-level Proficiency in Word, Excel, PowerPoint
  • Excellent communication and writing skills
  • Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
  • Demonstrate highest personal ethics and integrity
  • Ability to maintain absolute confidentiality of information
  • Acceptable result on background and drug test
  • Team player, collaborative, able to work with and through others
  • Desire and ability to work in a small company environment

apply for this internship