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
Tax Preparation and Analysis
Financial Services Assistance
Estate Planning and Case Support
What We Offer
What Were Looking For
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