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Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day. 

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.  

We are looking to add a seasonal Tax Intern to our team in our Merrillville, IN office. As a Tax Intern, you’ll gain hands-on experience assisting our tax team in duties related to individual income tax return preparation and have the opportunity to work closely with experienced professionals in the field. The internship responsibilities include scanning, document collection, data entry, and basic office work in a fast-paced and time-critical environment. A successful candidate will be task-oriented and have excellent attention to detail. Resiliency, flexibility, and promptness are necessary in all tasks and responsibilities. 

 

Term of Internship:

  • Mid-January through tax deadline in mid-April.
  • Business hours are typically Monday through Friday between 8:30am-5:00pm. A flexible work schedule will be allowed to accommodate for class schedule. Internship working hours will be mutually agreed upon at time of hire. 

 

Responsibilities:

  • Input and reconcile tax data into software systems with accuracy.
  • Support the tax team with administrative tasks, including filing, scanning, assembling returns, and data management.
  • Work collaboratively to meet deadlines during the busy tax season.

 

Required Qualifications and Experience: 

  • Microsoft Office.
  • Basic math proficiency.
  • Willingness to learn in a fast-paced, hands-on environment.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.

Competencies and Skills: 

  • Proactive, team player who is motivated by serving clients and colleagues.
  • Highly organized, detail-oriented self-starter with high sense of urgency to complete tasks.
  • Positive attitude with a willingness to learn. 

Physical Requirements: 

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Must be able to access and navigate each department at the organization’s facilities.

Legal: 

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.