Tax Internship

ABOUT

At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives.

Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in ten locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; and Dallas, TX) and 85 employees. The firm manages over $8.0 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

OPPORTUNITY

The Bahnsen Group (TBG) is seeking an Intern to join their growing Tax Department. The role is a part-time, in-office position in our Newport Beach, CA office. The TBG Tax Department was launched in 2023 and has quickly grown to serve over 300 client households. Our goal is to provide an elite experience across all our services, including a distinct, high-touch tax experience. TBG CPAs intentionally maintain a lower-than-industry-average volume of tax returns to ensure a proactive and intimate client experience. Interns will assist with tax preparation, research, and client service initiatives, contributing to TBG's differentiated, low- volume approach that emphasizes proactive and personalized client engagement. Ideal candidates are detail-oriented, eager to learn, and pursuing a career in taxation.

RESPONSIBILTIES

• Onboard new tax clients and reconcile prior-year client list
• Assist in preparing individual and business tax returns by downloading brokerage statements, creating work papers, ect.
• Contact state tax authorities (e.g. Franchise Tax Board) regarding client matter
• Organize, scan, and review client documentation and financial data
• Support the Tax Department with tax administration duties
• Participate in client service initiatives and internal projects

QUALIFICATIONS

CONSIDERATION