Tax Admin Intern - Spring 2024

About Our Tax Admin Internship Opportunity

The Savant Tax Admin Intern position is a temporary position that exists to provide a student with a general department overview and supervised practical training. General duties will be assigned that will allow the student to develop entry level skills required in a professional workplace.

Our Tax Admin Internship opportunity will focus following areas:

• Assist with the administrative side of tax season, including pre- and post-tax season activities, such as ensuring we have the appropriate supplies on hand to scheduling tax appointments and conducting tax intake meetings, as appropriate
• Maintain tracking of client information deemed necessary by supervisor, including such items as outstanding issues, due dates, data needed, logistics of tax return delivery, complexity of returns, etc.
• Participate in the implementation of software used to accomplish administrative functions.
• Assist with data gathering and scanning of tax and accounting source documents
• Assist with final tax return product to deliver to clients, including mailing hard copies of tax returns
• Perform other duties as requested
• Maintain team approach by assisting and filling in for others when necessary

A couple other special notes about our Admin Tax internship:

• Tax internships are part-time, from January - April
• Standard work schedule is Monday through Friday, 8:00AM - 5:00PM
• You will be based in Dover, DE
• Target Start Date is 1/17/2024.

Requirements of Our Tax Admin Intern:

• To be considered for our internship programs you must be currently enrolled in college program
• You will exemplify a strong work ethic
• You bring a team player attitude
• You possess exceptional interpersonal and communication skills
• You hold yourself with a professional demeanor
• You will be proficient in Microsoft Office Suite

Why Join Us?

Upon completion of our internship program, you will have a working knowledge of the business units within a growing fee-only, independent, RIA firm. You will have developed entry level skills required in a professional setting. You will have a better understanding of their ideal career path with the newly gained experience setting them up for success right out of the gate. You will also have a network of lifelong partners invested in their career success to consult with.

Let us help you on your path to your ideal career - apply today!

Collective Wisdom. We're Better Together.

If you think that most financial firms look, talk, and act alike and you’re looking for something deeper and more approachable, then we think you’re ready for our wise counsel. We believe our unpretentious, unassuming, common sense approach will help put you at ease about your finances. Our expansive team approach allows our financial advisors the depth of resources necessary to solve the most complicated problems.

We have a deep bench of in-house estate planning, taxation, and accounting specialists to analyze your situation through the lens of their respective discipline. As your team collaborates, the valuable insights from each of the members is applied to your situation. The result is a thorough plan of action that is ready for final review and execution. Since 1986, we have focused on one key principle: all financial advice should be made strictly in the best interest of the client. But it goes beyond that...we are committed to helping our clients pursue peace of mind through the insight, wisdom, and perspective we are able to offer.

If you want to be part of a culture that is defined through strong values - Savant is right for you.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.

Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer