You are viewing a preview of this job. Log in or register to view more details about this job.

2024 Summer Internship Program- Tax and Special Asset Intern- St Petersburg, FL



Raymond James Overview 

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. 

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. 

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. 

We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 


Internship Program Overview 

Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the 9-week immersive experience, you will engage with and implement the firm’s core values through our five guiding behaviors. Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future.  

To be eligible for the summer 2024 internship program, you must be a junior or senior standing candidate pursuing a bachelor's or master's degree in Finance, Accounting, Economics, or a related field with a graduate date of May 2025. Most positions are based in St. Petersburg with other available locations depending on company need. 

Candidates who successfully complete the internship program have the opportunity to transition into a full-time role at Raymond James after graduation. 


Job Summary
Under direct supervision, the Tax and Special Asset summer interns use skills gained through training, education, and experience to assist with specific projects. This internship provides a valuable opportunity to gain exposure to various facets of Raymond James by collaborating with the Fiduciary Tax Manager and the Director of Real Estate and Special Assets. The intern is expected to use some judgment to adapt procedures, processes, and techniques to apply to more complex assignments. Serves as a resource for addressing tax-related challenges and issues.


Internship Length: 9 weeks 

Start Date: May 28, 2024 

End Date: August 2, 2024 

Work Schedule: Monday through Friday, up to 40 hours per week 


Essential Duties and Responsibilities
•    Gather and analyze data relevant to the assigned projects
•    Assist in conducting tax research and consulting tasks
•    Participate in the development and preparation of client documents and reports
•    Research federal and state tax regulations
•    Receives general guidance and direction to perform other work with a substantial variety
•    Analyze and reconciliation of tax accounts and may help identify potential unusual transactions or irregularities
•    Limited responsibility for resolving routine Tax and Special Asset problems




Knowledge, Skills, and Abilities
Knowledge of
•    Fundamentals of Accounting, Finance, and tax laws
•    Fundamental understanding of finance or trust accounting
•    General knowledge of taxation with an emphasis on corporate or trust taxation
•    Fundamental concepts, practices, and procedures of a professional office environment
•    Basic concepts, principles, and practices of an assigned business unit


Skill in
•    Drafting written correspondence
•    Researching and analyzing data
•    Operating standard office equipment and using required software applications to produce correspondence, and electronic communication and maintain spreadsheets and databases
•    Basic mathematical calculations


Ability to
•    Execute instructions and request clarification when necessary
•    Organize and prioritize multiple tasks and meet deadlines
•    Communicate effectively, both orally and in writing
•    Work independently and collaboratively within a team environment
•    Establish and maintain effective working relationships


Educational/Previous Experience Requirements
•    Currently pursuing a B.S. or M.S. in Finance, Accounting, Economics, or a related field
•    3.0+ GPA
•    Any equivalent combination of experience, education, and/or training approved by Human Resources


•    None required.



Hybrid position – St. Petersburg office 

  • No travel required.


Raymond James Guiding Behaviors:

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.  

We expect our associates at all levels to: 

•  Grow professionally and inspire others to do the same 

•  Work with and through others to achieve desired outcomes 

•  Make prompt, pragmatic choices and act with the client in mind 

•  Take ownership and hold themselves and others accountable for delivering results that matter 

•  Contribute to the continuous evolution of the firm