Summer 2025 Internship Program Job at CSI Group, Wall Township, NJ

L2hMd0lxOVZiNHhnRUF4akxPOW9MR2VrQ2c9PQ==
  • CSI Group
  • Wall Township, NJ

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.

Job Tags

Summer work, Summer internship,

Similar Jobs

Kennedy International School

French Weekday Substitute Teacher Job at Kennedy International School

 ...individualized approach to instruction, thanks to our small student-teacher ratio, students are encouraged to leverage their personal...  ...language and academic knowledge. We are looking for a part-time French-speaking Substitute Teacher to join our Lower School (PreK3 to... 

American Residential Services

In-Store Lead Generator - HVAC Sales (Miami) Job at American Residential Services

 ...A national residential service provider is seeking enthusiastic individuals to engage customers about HVAC upgrades and energy savings. This role offers part-time and full-time opportunities with competitive pay starting at $18 per hour plus commission. Bilingual candidates... 

Kennedy International School

Professeur(e) des écoles (Elementary French Teacher) Job at Kennedy International School

Kennedy International School offre un enseignement bilingue franais-anglais de la Petite Section de maternelle la Terminale. Ltablissement est homologu par le ministre de lducation nationale jusqu la classe de 3. Au lyce, les lves prparent le Dipl...

ERLY

Marketing And Public Relations Intern Job at ERLY

 ...Job Description Position: Marketing/PR Intern Location: Austin, TX (Hybrid) Duration: March August 2026 Credit: School Credit Only (TBD on school approval) About the Role: Were looking for a proactive and organized intern to support our Marketing...