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Fiduciary Intern Jobs (NOW HIRING)

Purvis, Gray and Company, LLP

Tax Internship

Ocala, FL · On-site

Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders * Understand and effectively use current ...

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Fiduciary Intern information

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$8

$17

$24

How much do fiduciary intern jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for fiduciary intern in the United States is $17.04, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 per hour, depending on experience, location, and employer.

What does a fiduciary do?

A fiduciary is a person or organization that manages assets or interests on behalf of another, acting in their best interest. In a fiduciary intern role, responsibilities often include supporting financial advisors, ensuring compliance, and understanding fiduciary standards to protect client assets. Strong attention to ethics and knowledge of financial regulations are essential in this position.

How to get a fiduciary job?

To get a fiduciary intern position, candidates should have a background in finance, accounting, or related fields, and demonstrate strong ethical standards and attention to detail. Gaining relevant experience through internships or coursework, obtaining certifications such as the Certified Fiduciary and Investment Risk Specialist (CFIRS), and applying to firms that offer internship programs can improve chances. Strong communication skills and familiarity with financial regulations are also beneficial.

What are the key skills and qualifications needed to thrive as a Fiduciary Intern, and why are they important?

To thrive as a Fiduciary Intern, you need foundational knowledge of finance, accounting, and trust administration, often supported by coursework in business or finance. Familiarity with financial software, spreadsheets, and document management systems is typically required. Attention to detail, integrity, and strong interpersonal skills make candidates stand out in this position. These competencies are crucial for accurately managing sensitive client assets, maintaining compliance, and providing valuable support to fiduciary teams.

What is the difference between Fiduciary Intern vs Financial Advisor Intern?

AspectFiduciary InternFinancial Advisor Intern
Required CredentialsTypically pursuing finance, law, or related degrees; may require certifications like CFP or CFASimilar educational background; often pursuing finance or business degrees; certifications like CFP are common
Work EnvironmentFinancial firms, legal offices, or investment advisory firms focusing on fiduciary dutiesFinancial planning firms, banks, or investment companies
Employer & Industry UsageUsed in contexts emphasizing fiduciary responsibilities and legal complianceUsed in client-facing roles providing financial advice and planning

Both roles involve finance and client interaction, but a Fiduciary Intern focuses more on legal and ethical standards related to fiduciary duties, while a Financial Advisor Intern emphasizes direct financial planning and client advice. Understanding these differences helps candidates target the right internship based on their career interests.

Are interns exempt from FLSA?

Fiduciary interns are generally considered employees under the Fair Labor Standards Act (FLSA) and are typically entitled to minimum wage and overtime pay unless they meet specific internship exemption criteria. Interns in unpaid positions may qualify for exemption if the internship primarily benefits the intern and does not displace regular employees. Employers should evaluate the internship program against FLSA guidelines to determine exemption status.

What are the big 4 internships?

The Big 4 internships typically refer to summer internship programs offered by Deloitte, PricewaterhouseCoopers (PwC), Ernst & Young (EY), and KPMG. These internships provide hands-on experience in auditing, consulting, tax, and advisory services, often serving as a pathway to full-time employment in the accounting and professional services industries.

What are fiduciary interns?

Fiduciary interns are students or recent graduates who work under the supervision of experienced professionals to learn about managing assets, trusts, and estates for clients. Their main responsibilities include assisting with research, preparing documents, and supporting the administration of fiduciary accounts. The internship provides hands-on experience in understanding legal, financial, and ethical responsibilities involved in fiduciary services. This role is ideal for individuals interested in careers in law, finance, wealth management, or trust administration.

What types of tasks and responsibilities can a Fiduciary Intern expect to handle during their internship?

As a Fiduciary Intern, you'll support the fiduciary team by assisting with client account administration, preparing reports, and conducting research on trusts, estates, and investment portfolios. You'll often collaborate with senior fiduciary officers, legal teams, and client service associates to ensure compliance with regulations and support client needs. This role provides hands-on experience with document review, data entry, and sometimes direct client communication, offering valuable insight into the fiduciary process and wealth management industry.
More about Fiduciary Intern jobs
What cities are hiring for Fiduciary Intern jobs? Cities with the most Fiduciary Intern job openings:
What are the most commonly searched types of Fiduciary jobs? The most popular types of Fiduciary jobs are:
What states have the most Fiduciary Intern jobs? States with the most job openings for Fiduciary Intern jobs include:
What job categories do people searching Fiduciary Intern jobs look for? The top searched job categories for Fiduciary Intern jobs are:
Fiduciary Intern jobs near you
Infographic showing various Fiduciary Intern job openings in the United States as of July 2026, with employment types broken down into 86% Full Time, 12% Part Time, 1% Contract, and 1% Summer. Highlights an 76% Physical, 7% Hybrid, and 17% Remote job distribution, with an average salary of $35,436 per year, or $17 per hour.
Tax Intern - Peak Season 2027 (January - April)

Tax Intern - Peak Season 2027 (January - April)

Clark Schaefer Hackett

Dayton, OH • On-site

Full-time

Posted 27 days ago

Job description

Tax Intern - Peak Season 2027 (January - April)
Job Type: Onsite; Full-Time
Location: Miami Valley/Dayton, OH
At Clark Schaefer Hackett, we believe in developing talent and providing opportunities for growth. As a Tax Intern, you'll gain valuable hands-on experience working alongside seasoned professionals, applying your academic knowledge to real-world tax engagements. This internship is the perfect opportunity to sharpen your tax preparation skills and contribute to impactful projects.
What You'll Do:
As a Tax Intern, you'll support a variety of tax engagements, helping clients navigate complex tax regulations. Your key responsibilities will include:
  • Preparing Fiduciary (1041) and Individual (1040) tax returns with accuracy and compliance
  • Assisting with extensions and supporting tax engagements
  • Gathering, verifying, and organizing client financial data for tax preparation
  • Learning and applying relevant Internal Revenue Service (IRS) codes and regulations
  • Collaborating with team members to meet deadlines and ensure high-quality deliverables
  • Attending training sessions to expand your knowledge of tax law and industry best practices
  • Maintaining confidentiality and professionalism in all interactions

What We're Looking For:
We're seeking motivated individuals who are eager to learn and ready to contribute. To be successful in this role, you should have:
  • Enrollment in a bachelor's or master's degree program in accounting, finance, or a related field
  • A GPA of 3.0 or above
  • A basic understanding of accounting principles and completed coursework in Financial and Managerial Accounting
  • Strong analytical, problem-solving, and communication skills
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
  • Availability to work full-time (40-55 hours per week), including potential overtime during tax season

Why Join Us?
At Clark Schaefer Hackett, we offer more than just an internship-we provide a space where you can grow, learn, and make a real impact. You'll work alongside industry professionals, gain exposure to diverse clients, and develop essential tax preparation skills that will set you up for success.

Apply