Job Description

Job Description

Job Description

Salary:

About CSI Group ( :

CSI Group is a leading financial services firm dedicated to enriching lives and legacies by providing personalized services that guide individuals and families to achieve lasting financial prosperity.

We specialize in financial planning, tax preparation, and estate planning , offering a comprehensive suite of services tailored to meet the unique needs of middle-class individuals and families. Our mission is rooted in the belief that financial security and expert guidance should be accessible to everyonenot just the wealthy.

Through our one-stop-shop approach , we make high-quality financial services both affordable and accessible , empowering clients to confidently navigate their financial journeys and secure brighter futures for themselves and their loved ones.

Join CSI Group and become part of a team that is transforming lives and communities by delivering meaningful, lasting financial solutions.

Your Role as an Intern (Summer 2025 May/June to August)

As an intern at CSI Group, youll have the unique opportunity to work across our Tax , Financial Services , and Legal departments, gaining a comprehensive understanding of how these areas intersect to serve our clients. Your responsibilities will include:

Client-Focused Support

• Work closely with clients to address inquiries, resolve service requests, and provide updates on ongoing projects.
• Attend and contribute to client meetings, offering insights and support.

Tax Preparation and Analysis

• Assist in preparing and filing tax returns for individuals and businesses.
• Analyze financial records and identify opportunities for client savings.
• Conduct research on current tax regulations to ensure compliance and provide insights.

Financial Services Assistance

• Prepare account summaries, tax documentation, and financial reports.
• Process account applications and assist with account-related requests.
• Support financial advisors in developing strategies that align with client goals.

Estate Planning and Case Support

• Draft and organize documents, contracts, and case files.
• Conduct research and prepare case summaries.
• Assist in preparation for hearings, client meetings, and other proceedings.

What We Offer

• Client-Centric Experience : Learn the importance of tailored, high-quality service in building strong client relationships.
• Comprehensive Learning : Gain exposure to tax preparation, financial planning, and legal processes.
• Mentorship : Work closely with experienced professionals dedicated to your growth.
• Professional Development : Build foundational skills in problem-solving, communication, and collaboration.

What Were Looking For

• Students pursuing degrees in Accounting , Finance , Law , Business Administration , or related fields.
• Strong interpersonal and organizational skills.
• A passion for delivering exceptional client service.
• Proficiency in Microsoft Office Suite and other relevant tools.
• A proactive, detail-oriented mindset.

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