Family Office Tax Associate or Internship
The Opportunity
Fortitude Family Office is seeking MTax students or recent graduates for an internship or full-time associate position on our team. Unlike many roles at tax-only firms, this position goes beyond tax return preparation, offering meaningful exposure to how our family office serves clients across investments, wealth management, accounting, and outsourced CFO services.
The Expectations
- Help prepare, review, and complete individual, trust, partnership, and corporate tax returns
- Assist with tax planning and preparation
- Attend client meetings in a support role
- Participate in cash flow planning/estate planning/cash management/balance sheet planning
- Support the client services and administrative teams as needed/requested
- Based on business need, this role is to be performed on-site. This is not a remote or hybrid work from home role but will evolve into one
The Qualifications
- Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members
- Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
- Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
- Actively pursuing or have obtained a Master of Taxation degree
The Benefits (Full-Time Employees)
- Competitive salary and annual performance-based bonus
- Hybrid work arrangements
- Flexible PTO and 10 paid holidays per year
- Medical, dental, and vision health plans with generous employer contribution
- Supplemented health savings account (HSA)
- Short- and Long-term disability coverage paid for by employer
- 401(k) retirement benefits with employer contributions
- Opportunity for advancement based on performance, personal growth, and cultural fit
- Work with a team-oriented culture that supports continuing education and career growth
- Strong support for volunteer, community and/or industry involvement