2026 Family Office - Estate Planning Intern

Location: United States work authorization required; the firm follows a principally in-person model. The role may require local, national, and occasional international travel.

Salary: $36.00 per hour in Colorado, Illinois, and Massachusetts.

Company

hirify.global Wealth Management provides investment advisory, trust, tax, and insurance services to individuals, families, and nonprofits.

What you will do

• Apply estate planning techniques to support tax reduction strategies and tax planning engagements.
• Prepare personal balance sheets and cash flow projections, review estate planning documents, and meet with clients.
• Research estate, gift, and trust income taxation issues and prepare tax memorandums.
• Create practice tools, presentations, and materials on estate tax topics.
• Prepare gift tax returns Form 709, estate tax returns Form 706, and trust income tax returns Form 1041.

Requirements

• Currently pursuing a bachelor's degree in accounting, finance, or another business-related field.
• Minimum cumulative GPA of 3.0.
• Strong interest in wealth transfer planning, estate planning, insurance, and estate and gift tax.
• Detail-oriented approach with client service, problem-solving, and written and verbal communication skills.
• Must be legally authorized to work in the United States without sponsorship.
• Prior accounting, finance, or related internship experience is preferred but not required.

Nice to have

• Pursuing a Juris Doctor degree.
• Bilingual Japanese and English or Chinese and English candidates may qualify for an exception to the sponsorship requirement.

Culture & Benefits

• Flexibility through the Workplace for Your Day model, balanced with face-to-face collaboration.
• Health, dental, vision, disability, and life insurance for eligible staff.
• Flexible Time Off and designated holidays.
• 401(k), flexible benefits plans, pension eligibility for certain staff, and discretionary bonuses.
• Reimbursement for business-related travel, lodging, and meals.
• Inclusive workplace focused on diversity, equity, and belonging.

Hiring process

• Submit a resume through the applicant tracking system.
• Only candidates selected for interviews will be contacted.