Summer Tax Internship

C2 Private Wealth is looking for a Tax Intern to join our team for the 2027 tax season, beginning January 2027 and running through April 15, 2027. This is a paid internship with full-time and part-time opportunities available.

Part-time interns must be available to work a minimum of 24 hours per week.

About Our Internship Program

The C2 Internship Program is designed for students and recent graduates who want to learn and contribute in a high-performing work environment where care, accountability, and ownership are the standard. Interns are given meaningful responsibilities and hands-on experience while working alongside experienced professionals. Each intern is paired with a mentor and has opportunities to learn about tax, financial planning, investments, and firm operations.

Our goal is to provide valuable internship experience that allows interns to develop their professional skills, gain real-world experience, and contribute directly to the team.

Tax Intern – What You’ll Do

The Tax Intern will work closely with our Tax Team and support tax preparation and planning activities throughout the 2027 tax season.

Key Responsibilities

• Assist with gathering, organizing, and reviewing client tax documents.
• Support the preparation of individual tax returns under supervision.
• Help maintain and update tax-related client information in internal systems.
• Conduct preliminary research on federal and state tax topics as needed.
• Assist with tax planning activities, including estimates, carry forwards, and deduction tracking.
• Support the preparation of tax summaries and other materials for client meetings.
• Work with the Tax, Planning, and Operations teams to improve workflows and documentation.
• Assist with other tax-related projects as needed.

Who We’re Looking For

• Currently pursuing or recently completed a degree in Accounting or Finance.
• Strong interest in tax preparation and accounting.
• Previous tax preparation experience is preferred but not required.
• Strong analytical, organizational, and problem-solving skills.
• Excellent attention to detail.
• Clear and professional communication skills.
• Ability to manage responsibilities and meet deadlines.
• Motivated to learn, take on responsibility, and gain hands-on tax experience.
• Interest in developing a career in tax, accounting, or financial services.

We welcome candidates who are curious about how a Registered Investment Adviser (RIA) operates and want practical tax experience while working alongside our financial planning and tax professionals.

Schedule & Work Environment

This internship is designed to provide significant hands-on training and direct exposure to tax planning and preparation for High Net Worth Individuals. Interns should expect to spend substantial time working in our Novi office, particularly during the initial training period. We believe in-person experience is an important part of learning and professional development. Interns should be willing and able to commute to our Novi office approximately three days per week to work directly with the team, receive hands-on training, and take advantage of learning and development opportunities.

Candidates with prior tax preparation and professional work experience may have the opportunity to transition to a more flexible hybrid schedule after successfully completing their initial training period, based on performance and business needs. Weekend work is not required; however, optional weekend hours may be available during peak tax season for interns interested in additional hours and hands-on experience. The internship is initially expected to run through April 15, 2027.

Opportunities to extend the internship beyond April 15 may be available based on the intern’s availability, performance, and the needs of the firm.