Job Description

Job Description

Job Description

Salary:

JoinCSIGroupAThrivingCareerAwaitsYou!

About CSI Group

CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class.

Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidanceaccessible and affordable for all, because everyone deserves confidence in their financial future.

We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it.

At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people.

Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.

Summer 2026 Internship Program (May/June August)

Your Role as an Intern

As a Summer Intern at CSI Group, youll gain hands-on experience across our Tax, Financial Services, and Legal divisions. This rotational exposure is designed to help you understand how these departments collaborate to support and empower the middle-class families we serve. Youll contribute directly to real client work while learning from experienced professionals who are committed to your development.

Key Responsibilities

Member-Focused Support

• Engage directly with clients to answer questions, resolve service requests, and provide status updates.
• Participate in client meetings and planning sessions, offering support and contributing insights.

Tax Preparation & Analysis

• Assist with the preparation and filing of individual and business tax returns.
• Review financial documents and identify opportunities for tax savings.
• Conduct research on current federal and state tax regulations to ensure compliance and support advisory recommendations.

Financial Services Assistance

• Prepare account summaries, tax documents, and financial reports for client review.
• Process account applications and handle account-related updates.
• Support financial advisors with research, documentation, and preparation of member strategies that align with financial goals.

Estate Planning & Legal Case Support

• Draft, format, and organize legal documents, contracts, and case files.
• Conduct research and prepare summaries to support attorneys and estate planning professionals.
• Assist with preparation for hearings, client meetings, and ongoing cases.

What We Offer

• Client-Centric Experience: Learn how exceptional service builds trust and long-term client relationships.
• Comprehensive Learning: Develop a multifaceted understanding of tax preparation, financial planning, wealth management, and legal processes.
• Mentorship: Collaborate with seasoned tax professionals, financial advisors, and attorneys who are invested in your growth.
• Professional Development: Build essential skills in communication, research, analysis, project management, and problem-solving.

What Were Looking For

Were seeking motivated students who are eager to learn and contribute in a professional services environment:

• Pursuing degrees in Accounting, Finance, Law, Business Administration, Economics, or related fields.
• Strong interpersonal, written, and verbal communication skills.
• Excellent organizational skills and the ability to manage multiple priorities.
• A passion for delivering high-quality, client-focused service.
• Proficiency in Microsoft Office Suite; experience with financial or tax software is a plus.
• A proactive, detail-oriented mindset with an eagerness to grow.

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