CFA Tax Intern

Overview

This tax internship position within the Corporate Finance and Accounting division provides an opportunity to experience the day-to-day work of a tax accountant and build skills to prepare for a career in taxation.

The internship is conducted in an all-virtual, remote environment. During the internship, the intern will be assigned to one manager for day-to-day oversight, with possible opportunities to work with several different teams within the division.

Responsibilities

• Support preparation of quarterly and year-end income tax provision calculations, including ASC 740 reporting and analysis.
• Prepare federal and state income tax returns, tax adjustment workpapers, and quarterly tax-related filings and analyses.
• Perform tax account reconciliations, process tax-related payments, and prepare journal entries to support accurate financial reporting.
• Assist with indirect tax filings and workpapers, including premium tax, sales and use tax, and property tax requirements.
• Support tax withholding and compliance activities, including deposits and interactions with federal and state taxing authorities.
• Contribute to process improvement initiatives while gaining exposure to tax leadership, strategic projects, and executive-level discussions.

Qualifications

• Must be enrolled as a full-time student throughout the duration of the internship.
• Rising sophomores, juniors, seniors, and students pursuing advanced degrees are encouraged to apply.
• Must be available to extend the summer internship in a part-time capacity from late August or early September through October 15.
• Depending on business needs and mutual interest, there may be an opportunity to continue part-time during the academic year.
• Preferred majors: Tax, Accounting, Finance, or related field.
• Strong analytical skills demonstrated by previous work experience and/or course of study.
• Experience working with the MS Office suite, including Excel, Teams, and Outlook.
• Experience in AI tools is preferred.

Compensation & Benefits

• Paid time off: Up to three days.
• Paid holidays.
• Interns are provided with necessary equipment to work from home (e.g., laptop, monitor).
• Interns will attend a virtual First Day Orientation.
• Scheduled networking events with the team and other interns (examples include “Coffee with the CEO” and a careers workshop).
• Individual pay rates will be determined based on current student status (Sophomore, Junior, Senior).

Location

All work is conducted in an all-virtual, remote environment.

Additional Information

• Positions will be posted for at least 5 days from original posting date.
• Employer is an Affirmative Action/Equal Opportunity employer.
• A drug- and alcohol-free work environment is required.
• Criminal background investigation, employment, education, and licensing verification are required as a condition of employment.
• All employees must be bondable.
• Except where precluded by state or federal law, qualified applicants with arrest and conviction records will be considered pursuant to the San Francisco Fair Chance Ordinance.