Tolleson Wealth Management
Type of Positions
Full-time Entry Level
Internship
Positions Available
Tax Associate- June 2012
Client Advisory Team Intern- Summer 2012
Analyst, Client
Advisory Team
Degrees Sought
Bachelor's
Juris Doctor
Majors or Schools
Accounting
Economics
Economics with Finance Applications Specialization
Business and Financial Reporting
Finance
Financial Consulting
Law
Position Descriptions
Job Description: • Perform general
tax functions including, but not limited to, preparation and review of estimated
tax payments for individuals, trusts, and corporations, preparation and review
of federal and state income tax returns for individuals, trusts, partnerships,
foundations and corporations.
• Perform tax research and planning projects and other miscellaneous duties as
assigned
• Work closely with Client Advisory Team Directors and Tax Director and Managers
on various projects
Qualifications: Minimum Position Requirements:
• 0 – 3 years direct tax preparation experience
• 4 year degree in accounting and/or CPA certification
• Ability to multi-task
• Ability to function in a fast paced environment
• Experience within the area of tax research and planning
Other Essential Candidate Traits:
• Experience using Windows based software, including Microsoft Office
applications and the Internet
• Experience using ProSystems, BNA and PPC tax software
• Some client interaction
• Strong interpersonal, organizational and communication skills, initiative, and
ability to make decisions within guidelines
• Attention to detail and organizational skills must be a strength
• General knowledge and understanding of private client/personal financial
services industry preferred
• Willingness to learn, expand responsibility
Client Advisory Team Intern- Summer 2012
Duties and Responsibilities:
Prepare financial analyses for various personal wealth management issues;
including investments, estate planning, tax planning, debt management and
insurance.
Interns will complete a program in which you rotate through the following
teams or individuals:
• Client Advisory Analyst Team
o Learn TWM’s procedures and Update client financial information (balance
sheets, quarterly reporting information, reallocations, etc.)
• Client Advisory Management Team
o Complete various client projects (determining cost basis information from
account transfers, determining partial ownership figures for tenants in
common accounts, create gain/loss reports, etc)
• Client Advisory Director/Managing Director Team
o Complete various client projects (real estate evaluations, private equity
evaluations, and other projects depending on what the director is working
on)
• Investment Team
o Learn TWM’s investment strategies (review potential asset managers,
compile historic financial data, conduct quantitative and graphical
analyses)
• Client Accounting Team
o Compile and enter information for clients (general ledger entries, perform
reconciliations, set up client accounts, sort client accounting documents)
• Client Tax Team
o Compile and enter information for clients (Assemble tax documents and
enter tax information into spreadsheets)
• Corporate Accounting and Compliance Team
o Complete various corporate accounting projects (set up accounts, research
current and upcoming accounting issues, and any other projects as warranted)
Requirements:
• Junior or Senior (preferred) standing in an accredited accounting or
finance undergraduate/graduate program
• Strong financial analytical skills and understanding of basic financial
concepts
• Desire to learn and grow professionally in the personal wealth management
business.
• Experience using Windows based software, including Microsoft Excel and
PowerPoint, applications and the Internet
• Minimum of 3.3 GPA (overall)
• Ability to work a minimum of 40 hours a week
Analyst, Client
Advisory Team
• Prepare financial analyses for various personal wealth management issues;
including investments, estate planning, tax planning, debt management and
insurance.
• Information gathering for client financial matters
• Communications with client service team and client outside advisors
• Preparation of financial reports and presentations for clients.
• Coordination and execution of investment strategies
• Research on investment ideas and wealth management strategies
Qualifications:
• Undergraduate business degree in
accounting or finance
• Preferred 3.2 minimum cumulative GPA
• Either internship or full-time work experience in finance industry
• Strong financial analytical skills and understanding of basic financial
concepts
• Desire to learn and grow professionally in the personal wealth management
business.
• Experience using Windows based software, including Microsoft Excel and
PowerPoint, applications and the Internet
Company Profile
We are a growing private wealth management firm specializing in the needs of
wealthy individuals. The services we provide include investment management,
private banking, estate planning, charitable planning, debt management, tax
planning and compliance, financial statement preparation, bill payment,
aircraft management, and insurance coordination.
We are happy to have been named one of the Top 100 Places to Work by The Dallas
Morning News in 2009 and 2010!
Company Location
Dallas, TX
Website
www.tollesonwealth.com