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Seneca Financial Advisors LLC, a growing tax, investment and financial planning firm, is looking for a highly motivated, detail-oriented college student or recent grad to fill a tax internship position through 4/15/19 (with potential for FT hiring). 

SFA offers objective and independent advice to its clients. We specialize in providing highly personalized, comprehensive wealth management services to affluent individuals, retirees and families with multiple generations. We are looking for someone to assist with year-end tax planning and projections, individual tax return preparation, and other tax season responsibilities. The internship would require approximately 20 hours per week; additional hours would be optional depending on the intern’s availability.
 
Job responsibilities through January:
1.        Prepare tax projections
2.        Assist with processing Tax Organizers and uploading to client portal
3.        Pre-season setup of tax folders, workbooks and tax actual spreadsheets
4.        Help with updating 4th quarter estimates
 
Job responsibilities February through mid-April:
1.        Review incoming client tax information and prep tax originals for scanning
2.        Preparation of tax returns
3.        Assist tax admin with processing of returns
4.        Upload tax returns into client portal

We are looking for a candidate with proficiency in various computer applications such as Excel and Word. Prior exposure to CCH Prosystems fx tax software would be a plus but not required. Due to the position’s focus on individual tax we would prefer that a candidate has already taken or is currently taking Introduction to Federal Taxation.
 
Please send resumes as well as any comments or questions to: 
 
Kim Merry
Business Manager
(585) 203-1211 ext: 103