More jobs:
Investment Management & Tax Planning Intern
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
Job Description & How to Apply Below
Recruitment began on February 27, 2026
and the job listing Expires on March 30, 2026
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.
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