2027 Family Office- Estate Planning Intern (Wealth Management)

Location: Principally in-person with flexibility determined with the supervisor and team. Candidates must be legally authorized to work in the United States without sponsorship. The role may require local, national, and occasional international travel.

Compensation: $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

• Learn and apply estate planning techniques to support tax reduction strategies, tax planning, and consulting.
• Construct personal balance sheets and cash flow projections, review client documents, and discuss existing estate plans with clients.
• Research technical issues involving estate, gift, and trust income taxation.
• Prepare tax memorandums and create tools, materials, and presentations on estate tax topics.
• Prepare gift tax returns (709), estate tax returns (706), and trust income tax returns (1041).
• Collaborate with staff across the firm while supporting high-net-worth individuals and families.

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 taxation.
• Detail-oriented approach with client service, problem-solving, and written and verbal communication skills.
• Legal authorization to work in the United States without sponsorship is required.

Nice to have

• Currently pursuing a Juris Doctor degree.
• Prior internship experience in accounting, finance, or a related field.

Culture & Benefits

• Supportive, inclusive workplace focused on employee growth, well-being, and professional development.
• Principally in-person work model with flexibility and work-environment planning with the supervisor and team.
• Eligible staff may receive health, dental, vision, disability, and life insurance.
• Benefits may include flexible time off, holidays, a 401(k) plan, flexible benefits plans, pension, and discretionary bonuses.
• Business-related travel expenses, lodging, and meals are reimbursed when applicable.