Investment Management & Tax Planning Intern

Cerda Muñoz Advisors is a wealth management and financial planning firm specializing in tax preparation, tax planning, and retirement strategies. We are seeking a motivated and detail-oriented summer intern to gain hands-on experience in tax and financial planning within a professional advisory firm.

Responsibilities:

• Assist with organizing tax documents and client files
• Support financial planning projects and data entry
• Help with compliance filings and administrative tasks
• Provide general office and client support

Qualifications:

• Pursuing a degree in Accounting, Finance, Business, or related field
• Strong attention to detail and organizational skills
• Professional communication skills
• Proficiency in Microsoft Office
• Bilingual (English/Spanish) is a plus

What You’ll Gain:

• Real-world experience in tax and financial planning
• Exposure to client service and advisory operations
• Mentorship from experienced advisors

Paid summer internship. In-person at our Whittier office.