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Bonadio Group, The Internship - Bonadio Wealth Advisors in Albany, New York

Prepare for your financial planning career the right way! During your internship you will have the unique opportunity to work on a variety of client assignments. You will work under the supervision of a performance coach and mentor on assigned client engagements. At The Bonadio Group you will be challenged to continually learn and use new skills, work in a high-paced, client-service environment. This is a tremendous opportunity to learn if a Financial Planning career path is the right one for you! We are looking for Interns to start work in January 2020.

  • Assist in financial planning assignments in areas of retirement planning, investment planning, estate planning, and income tax planning

  • Assist in the preparation of tax returns.

  • Effectively apply technology tools and software in assigned areas.

  • Recognize and proactively support the fact that the firm is in the business of providing quality client service.

  • Keep the supervisors informed of engagement/project status.

  • Comply with firm practice management and quality control procedures and systems.

  • Develop awareness of budget constraints vs. quantity of work needed on files.

  • Research tax laws and regulations.

Key Objectives:

  • Become familiar with the firm’s policies and procedures.

  • Learn the rules, regulations, and code of professional conduct of the AICPA.

  • Develop the ability to identify and understand accounting issues and apply accounting principles and auditing procedures.

  • Develop an ability to effectively respond to questions from supervisors and clients.

  • Enhance writing skills related to business correspondence.

  • Strengthen ability to actively listen and question appropriately to gain full understanding.

  • Active enrollment in an accredited Accounting curriculum or Financial Planning curriculum

  • Must be able to work 20 hours a week, starting in January 2020

  • Demonstrate an awareness and ability to use the firm software packages effectively

  • Excellent written and verbal communication skills

  • Have passion to provide superior customer satisfaction

  • Strong organizational, problem-solving, and analytical skills


  • Our office hours are 8:00 a.m. to 5:00 p.m.

  • Our summer hours are 8:00 a.m. to 5:00 p.m. Monday through Thursday, and 8:00 a.m. to noon on Friday.

  • The ability to work additional hours during busy season is critical, but the rest of the year, flexibility is key.

In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. Top-rated employee policies keep our workforce energized and advancing, and because of our many teams and specialty services, we offer more paths to partnership, including non-traditional arrangements. Add to that our robust training and mentoring programs, and the opportunities for growth really add up. Truly, at Bonadio, your trajectory is limitless. We are the nation’s 38th largest CPA and consulting firm, and the biggest in Upstate New York. Get on board, grow with us, and find your path to partnership. Apply today

We are an Equal Opportunity/Affirmative Action Employer

ID: 2019-2029

External Company Name: Bonadio Group, The

External Company URL:

Street: 6 Wembley Ct