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We Insure · 2 days ago

Client Services Intern - Tax

NYC 441

Internship

Hybrid

Intern

$25/hr - $25/hr

Apex Fintech Solutions is a leader in digital wealth management, providing innovative solutions for clients in the financial market. The Client Services Intern - Tax will support the Tax team in calculating and reporting tax obligations, while also improving business processes and communicating with clients.

Insurance

Responsibilities

Analyze key workflows to surface friction points, differentiators, and opportunities

Communicating across teams internally (sales, operations, product, tech ops, etc.) to solve client problems

Maintaining up-to-date process documentation and procedures for all tasks

Communicating with clients and creating monthly status reports

Qualification

Analytical skillsCommunication skillsAI knowledgeDetail orientationProblem solvingTeamworkTime management

Required

High level of organization, detail-orientation

Excellent communication skills, both written and verbal

Ability to work well in a dynamic, client-responsive, and fast-paced environment

Excellent analytical skills, business partnering, problem solving and prioritization skills

Ability to learn a process and suggest actionable improvement solutions

Ability to read and understand contracts

Fundamental AI knowledge or aptitude to leverage AI to help improve business processes

Ability to take detailed notes and generate step by step documentation to assist with AI prompting / training

Currently pursuing or recently completed a degree in Economics, Tax, Accounting, Finance, Economics, Business Management, Communications, MIS, Information Technology, or a related field

Rising Senior standing, Aug 2026 – Jun 2027 graduate

Excellent communication and teamwork skills for cross-functional collaboration

Ability to manage multiple tasks and prioritize effectively in a fast-paced environment

General interest in Fintech

Benefits

Healthcare benefits (medical, dental and vision, EAP)

Competitive PTO

401k match

Parental leave

HSA contribution match

Paid subscription to the Calm app

Generous external learning and tuition reimbursement benefits

Hybrid work schedule

Company

We Insure

We Insure is passionate at being the very best independent agency solution.

Founded in 2009

Jacksonville, Florida, USA

201-500 employees

https://weinsuregroup.com/

Funding

Current Stage

Growth Stage

Leadership Team

Michael Weinberg

Managing Partner

Company data provided by crunchbase