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Internship Fiduciary Jobs (NOW HIRING)

Wipfli Advisory LLC

Tax Internship-Spring 2028

Bozeman, MT · On-site

$30.50/hr

Interns will be responsible for utilizing educational knowledge and experience to perform numerous ... Prepare individual, business and fiduciary tax returns and projections in accordance with firm and ...

Wipfli Advisory LLC

Tax Internship-Spring 2028

Billings, MT · On-site

$28.50/hr

Interns will be responsible for utilizing educational knowledge and experience to perform numerous ... Prepare individual, business and fiduciary tax returns and projections in accordance with firm and ...

New

Wipfli Advisory LLC

Tax Internship-Spring 2028

Helena, MT · On-site

$28.50/hr

Interns will be responsible for utilizing educational knowledge and experience to perform numerous ... Prepare individual, business and fiduciary tax returns and projections in accordance with firm and ...

Wipfli Advisory LLC

Tax Internship-Spring 2028

Helena, MT · On-site

$28.50/hr

Interns will be responsible for utilizing educational knowledge and experience to perform numerous ... Prepare individual, business and fiduciary tax returns and projections in accordance with firm and ...

Wipfli Advisory LLC

Tax Internship-Spring 2028

Helena, MT · On-site

$28.50/hr

Interns will be responsible for utilizing educational knowledge and experience to perform numerous ... Prepare individual, business and fiduciary tax returns and projections in accordance with firm and ...

New

Wipfli Advisory LLC

Tax Internship-Spring 2028

Bozeman, MT · On-site

$30.50/hr

Interns will be responsible for utilizing educational knowledge and experience to perform numerous ... Prepare individual, business and fiduciary tax returns and projections in accordance with firm and ...

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Internship Fiduciary information

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How much do internship fiduciary jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for internship fiduciary in the United States is $15.54, according to ZipRecruiter salary data. Most workers in this role earn between $12.50 and $17.55 per hour, depending on experience, location, and employer.

What is the difference between Internship Fiduciary vs Financial Advisor?

AspectInternship FiduciaryFinancial Advisor
CredentialsTypically pursuing relevant certifications or degreesCertified Financial Planner (CFP), Series 7/66 licenses
Work EnvironmentInternship setting, often in financial firms or institutionsClient-facing, advisory roles in financial planning firms or banks
Employer & IndustryFinancial firms, investment companies, or banksFinancial planning firms, banks, independent advisory practices

While both roles involve finance, an Internship Fiduciary is usually a student or trainee gaining experience under supervision, focusing on learning and supporting financial activities. A Financial Advisor is a licensed professional providing personalized financial advice to clients. The internship serves as a stepping stone toward becoming a licensed advisor, who actively manages client portfolios and offers financial planning services.

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Internship Fiduciary jobs near you
Infographic showing various Internship Fiduciary job openings in the United States as of August 2026, with employment types broken down into 12% Internship, 58% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $32,333 per year, or $15.5 per hour.

Tax Internship-Spring 2028

Wipfli Advisory LLC

Bozeman, MT • On-site

$30.50/hr

Other

Posted 4 days ago

Job description

Overview
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week, for full-time interns, or during your working hours, for part-time interns, in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance.
Responsibilities
Responsibilities:
Interns will be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as:
  • Respond to client and firm associate requests in a timely, accurate, positive and professional manner
  • Respond to inquiries from client and work with client to gather necessary information for completion of required documents
  • Use data analysis skills to discover useful information and patterns to provide support in recommendations
  • Proactively identify improvement opportunities in processes to enhance efficiency

Tax Specific:
  • 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 tax and accounting software applications
  • Research tax related issues and other related financial reports
  • Perform a limited number of tax return interviews as needed

What You will Gain
  • Experience the Wipfli Way first hand while working side by side with professionals from all levels of the firm
  • Develop experience and skills to become a trusted business advisor for clients and associates
  • Gain hands-on experience in tax and/or audit work, and related software applications
  • Work as an individual contributor and as part of a team to support client engagements
  • Gain exposure to a variety of clients and industries ranging from small businesses to large corporations
  • Develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze, and communicate with others in a productive and efficient manner

Knowledge, Skills and Abilities
Qualifications:
  • Pursuing a Bachelors or Masters degree in Accounting (completion of corporate or individual taxation class is required)
  • Above average competency in accounting as demonstrated by college GPA; Preffered 3.0 GPA or higher
  • Working towards eligibility to sit for CPA exam upon graduation (150 credits)
  • Preferred coursework in Data Analytics or Big Data
  • Ability to think independently and make good decisions based on education and experience
  • Good communication and interpersonal skills to effectively communicate with clients and staff
  • Ability to prioritize work, follow through on requests, take initiative and meet deadlines

Estella Anderson, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-EA1 #LI-onsite
Additional Details
Additional Details:
Not fully prepared to apply for an internship or not sure where to start? Please join our Talent Community to explore how you can stay connected to Wipfli.
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay rate for this role is $30.50/hour. The actual hourly rate at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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