Financial Planning & Tax Intern (Spring & Summer)

Job Description

Job Description

Financial Planning & Tax Intern

Spring Semester (January – April)

Summer Semester (June – August)

Richmond, VA

Overview

Heritage Wealth Advisors seeks highly motivated interns to provide support for our Financial Planning & Tax team and assist in serving Heritage’s high net-worth individual and family clients. The internship will focus on our tax preparation and tax planning services. Interns will participate in comprehensive training and will work closely with the Wealth Advisors and other senior members of our team. Based on performance, the internship has the potential to expand in scope to other services, including Investment Management and Financial Planning / Wealth Management.

Key Responsibilities

• (Spring Specific) Prepare individual, fiduciary, and pass-through entity income tax returns and complete electronic workpapers.
• (Spring Specific) Assist with tax planning strategies for clients and coordinate estimated tax payments.
• Assist Administrative department with scanning and processing of tax returns.
• Assist Wealth Advisors in the preparation of client meetings and client proposals with the potential to participate in and document these meetings.
• Draft client communications including e-mail, telephone, and written correspondence.
• Update and maintain client communications, tasks, and appointments in our Customer Relationship Management (CRM) system.
• Support the Heritage team with day-to-day operations.

Qualifications

Benefits

Our Values

Integrity : Doing the right things even when no one else is looking. We conduct business with the highest standards of professional behavior and ethics. We are transparent, honest, and ethical in everything we do.

Passion : We are passionate about what they do. We demonstrate unquestioned commitment to integrity in their personal and professional activities and respect the confidential nature of our business. We have an ardent desire to help clients achieve their personal goals.

Collaboration : Teamwork is central to everything they do. They express opinions positively and constructively, focusing on solutions rather than on problems. They exhibit good listening skills and respect the opinions of others. They demonstrate a willingness to do whatever it takes, regardless of role, to meet client expectations. They share the burden with team members during heavy work periods.

Intellectual Curiosity : We are naturally curious and have a fervent desire for continuous learning. We are not afraid to ask questions, and respectfully challenge answers.