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Summer Internship: Investment Mgmt & Tax Planning
Job in
Whittier, Los Angeles County, California, 90607, USA
Listed on 2026-03-13
Listing for:
Cerda Munoz Advisors, Inc.
Seasonal/Temporary, Apprenticeship/Internship
position Listed on 2026-03-13
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Analyst -
Accounting
Accounting & Finance, Financial Analyst
Job Description & How to Apply Below
A financial advisory firm is looking for a motivated and detail-oriented Investment Management & Tax Planning Intern for a paid summer internship in Whittier, California. The intern will assist with organizing tax documents, support financial planning projects, help with compliance filings, and provide client support. Candidates should be pursuing a degree in Accounting, Finance, or a related field, have strong attention to detail, and possess communication skills.
This in-person internship offers valuable real-world experience and mentorship.
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Position Requirements
Less than 1 Year
work experience
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