Avantax
Investment account access
Qount
NEW Secure file and message portal for tax services
Xero
Accounting platform superior to Quickbooks
Cadence HCM
Payroll, timekeeping, benefits, and more
Elements
Financial Scoring
July Services
401(k), Solo 401(k)
Ramp
Accounting automation (bill pay plus expense & reimbursement management)
Succesful interns, first and foremost, have the right attitude and mindset. Be humble, hungry to learn and grow, and a good communicator (both verbal and written). Completing a tax class is not required. We'll ensure you are well prepared for your role on the team.
Plan to spend 15 - 20 hours a week in the office, especially in March and early April. We are extremely flexible, working around your school schedule, and accomodate occasional schedule changes because of tests and other school commitments. Early in the semester you'll learn the skills necessary and complete your chapel commitments. Since client work continues during spring break, you'll have the opportunity for more experience. With flexibility, some work may be required during the break.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of your financial professional on FINRA's BrokerCheck Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services℠,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.
The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Indexes discussed are unmanaged and you cannot directly invest into an index. Past performance is not a guarantee of future results.
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