Financial Advisor/Tax AssistantAt — Miller Financial Services, Inc.

Internship will assist with tax season preparation and the actual tax filings and document gathering process. The job will also require updating and completing different financial worksheets and analysis. No licenses required.

Tasks:

-under supervision, by the end of the course, the student will be able to effectively complete basic tax returns
-the student will become very proficient in excel and other Microsoft programs
-student will learn and use our CRM
-student will learn how to effectively do the basics of financial planning and will see real world examples under the guidance of a financial advisor
-student will be required each day to complete a set of tasks and will have to review at the end of each day to make sure everything was completed

Training:

One on one training will take place to learn the information systems we use. There will be a detailed plan in place to get the student ready for tax season. We have many example returns to learn and other worksheets to go over.

Learning outcome:

By the end of the academic internship, the student will be able to clearly understand the basics of tax returns and will gain valuable skills in information gathering. The student will also learn organization and communication, which is important when overseeing tax clients. The internship will also expose the student to real world business applications and scenarios not seen in a classroom. The student will be able to assist in making important decisions under my guidance.