Tax & Financial Support Intern

Alison Wealth Management is seeking a motivated and detail-oriented Financial and Tax Support Intern to join our team. This paid internship provides valuable hands-on experience in financial advising and tax preparation, with the potential for full-time employment upon completion.

Responsibilities:

• Support financial advisors with tactical tasks and administrative duties.
• Input tax documents and data into tax preparation software.
• Assist in providing exceptional client service by managing communication and documentation.
• Gain experience with The Bucket Plan Holistic Wealth Management process.
• Collaborate with senior financial advisors to develop insights and practical skills.

Qualifications:

• Currently pursuing a degree in Finance or a related field.
• Basic knowledge of income tax preparation and financial principles.
• Strong attention to detail and excellent organizational skills.
• Aspiration to build a career in holistic wealth management as a financial advisor.
• Proficient in Microsoft Office and related software tools.

Benefits:

• Paid internship with the opportunity for full-time employment.
• Comprehensive training on wealth management processes.
• Mentorship from industry-leading financial advisors.
• Insight into the financial and tax preparation field.