Job Description
Job DescriptionSalary:
About CSI Group
CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class.
OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture.
AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset.
These values arent just words, they shape how we work, how we serve, and how we grow together.
Summer 2026 Internship Program (May/June August)
Your Role as an Intern
As a Summer Intern at CSI Group, youll gain hands-on experience across our Tax, Financial Services, and Legal divisions. This rotational exposure is designed to help you understand how these departments collaborate to support and empower the middle-class families we serve. Youll contribute directly to real client work while learning from experienced professionals who are committed to your development.
Key Responsibilities
Member-Focused Support
- Engage directly with clients to answer questions, resolve service requests, and provide status updates.
- Participate in client meetings and planning sessions, offering support and contributing insights.
Tax Preparation & Analysis
- Assist with the preparation and filing of individual and business tax returns.
- Review financial documents and identify opportunities for tax savings.
- Conduct research on current federal and state tax regulations to ensure compliance and support advisory recommendations.
Financial Services Assistance
- Prepare account summaries, tax documents, and financial reports for client review.
- Process account applications and handle account-related updates.
- Support financial advisors with research, documentation, and preparation of member strategies that align with financial goals.
Estate Planning & Legal Case Support
- Draft, format, and organize legal documents, contracts, and case files.
- Conduct research and prepare summaries to support attorneys and estate planning professionals.
- Assist with preparation for hearings, client meetings, and ongoing cases.
What We Offer
- Client-Centric Experience: Learn how exceptional service builds trust and long-term client relationships.
- Comprehensive Learning: Develop a multifaceted understanding of tax preparation, financial planning, wealth management, and legal processes.
- Mentorship: Collaborate with seasoned tax professionals, financial advisors, and attorneys who are invested in your growth.
- Professional Development: Build essential skills in communication, research, analysis, project management, and problem-solving.
What Were Looking For
Were seeking motivated students who are eager to learn and contribute in a professional services environment:
- Pursuing degrees in Accounting, Finance, Law, Business Administration, Economics, or related fields.
- Strong interpersonal, written, and verbal communication skills.
- Excellent organizational skills and the ability to manage multiple priorities.
- A passion for delivering high-quality, client-focused service.
- Proficiency in Microsoft Office Suite; experience with financial or tax software is a plus.
- A proactive, detail-oriented mindset with an eagerness to grow.