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Andersen Tax LLC

Intern Tax Services Summer 2027 (Hybrid)

Entry-Level JobVerifiedNo experience needed

Career Insights for Personal Financial Advisor (General)

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What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$107,221 / year median in California

+5% projected growth

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Job Description

Intern
  • Tax Services
  • Summer 2027
  • (Hybrid) Costa Mesa, California Private Client Services 7020 Job Description Application Notice We encourage you to thoughtfully by selecting one position that best matches your qualifications and interests.
You may submit up to two active applications at a time. Please consider your location choice carefully—we rmend ing w you envision building your future. The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional servicesanizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms. But that's not all; we're more than just apany; we're amunity that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top. We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success! The Role Tax Services Interns serve as members of client service teams. Interns are staffed on engagements, similar to an Associate, and receive formal and on-the-job training to hone and develop their technical skills. Interns are part of an environment that broadens their interpersonal and technical skills and deepens their knowledge of tax implications in a variety of industries. As an Intern, you will be given a mentor to guide you throughout the experience and have the opportunity to build your professional network through various events and activities. Intern responsibilities include: Assisting with research of tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues; Participating and aiding in select phases of taxpliance engagements, including individual, estate, gift and fiduciary tax returns; Work as part of a team of problem solvers with vast consulting and industry experience, helping our clients solveplex business issues. Proactively seeking guidance, clarification, and feedback; Supporting select projects demonstrating creative thinking and individual initiative while working as a team member; and Demonstrating flexibility in prioritizing andpleting tasks while exercising professional skepticism. The Requirements Pursuing a Bachelor's degree in Accounting, Finance, Economics or related field and/or an advanced degree in Accounting, Taxation, JD or LLM; Eligible students should be in their 3rd year of a 4-year degree program or in their 4th year of a 5-year degree program. Interns typically join us during the winter/spring or summer prior to their intended graduation year; A minimum GPA of 3.0 Strong leadership, multitasking andanizational skills; Self-starter with initiative to seek out opportunities in a fast-paced environment; Strong interpersonal skills; and Ability to interact with various levels of client and firm management through both written and verbalmunication. Prior to starting full-time, it is preferred that students will be eligible to sit for the primary credential exam appropriate for relevant practice area, such as having 150 credits hours to sit for the CPA exam in certain states. Compensation and Benefits For individuals hired to work in Orange County, the expected hourly rate range for this role is $36.00 to $42.00 per hour; the actual hourly rate can vary based upon employee qualifications. For additional information on careers at Andersen, please visit our at: andersen/careers/. Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status). Andersen Tax is an equal opportunity employermitted to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable amodations to qualified individuals with disabilities as required by law.