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Cain Watters & Associates
Frisco, Texas, United States • On-site
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The intern will support financial planners by managing client relationships, preparing consult files, and assisting with financial plan implementation. Responsibilities also include conducting financial analysis, tax planning, and reconciling investment asset allocations.
Candidates must be working towards a bachelor's degree or higher in Accounting, Tax, Finance, or a related field. A GPA of 3.0 or higher is preferred, along with strong organizational and Microsoft Office skills.
Summary/Objective
The Associate Financial Planner Interns will report to Financial Planners, as well as the Partners in charge of Associate Financial Planners. The Associate Financial Planner Intern is responsible for directly supporting the Financial Planner with all aspects of the client relationship with CWA and implementation of the client’s financial plan, which include management of both internal and external workflows.
Essential Functions
Prepare and update all consult files for each client’s annual meeting
Assist the Financial Planner with planning opportunities for the client
Assist the Financial Planner and client on implementation items from consult or as needed
Promptly respond to client questions through email and phone calls
Review of annual income tax returns and complete year-end tax projections
Responsibilities and Duties
Financial analysis and tax planning for each business unit that the client owns
Participation with the Financial Planner during annual client meetings
Reconciliation of each client’s current investment asset allocation
Retirement plan analysis and optimization based on annual objectives of each client
Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Education and Experience
Individual working towards a bachelor's degree or higher in Accounting, Tax, or related field
GPA of 3.0 or higher preferred
Strong communication, interpersonal and organizational skills
Proficiency in Microsoft Office with an emphasis on MS Excel
Travel
No travel is expected for this position.
Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type and Expected Hours of Work
This is a full-time internship position. The internship program is a structured 10-week experience that begins on Monday, June 7, 2027, and concludes on Friday, August 13, 2027. Interns are expected to be available for the full duration of the program. Days and hours of work are Monday through Friday, 8:00am to 5:00pm. Some flexibility in hours may be allowed based on management approval.
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces (2024, 2025)
Accounting Today - Top 100 Firms (2022, 2023, 2026)
Forbes America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at [email protected]. Your concerns will be handled with the utmost confidentiality and care.
Providing CPA and Financial Services to Dentists Nationwide
Since 1984, Cain Watters & Associates (CWA) has helped dental professionals realize their financial potential. Thousands of dentists in all 50 states rely on our comprehensive financial services to help improve practice profitability and accumulate wealth. Our financial planning teams use sound accounting practices, proactive tax planning, and money growth strategies to help reach our clients’ short- and long-term goals. Success begins with our people. Create a career you’re proud of at CWA: https://vimeo.com/1088077751 Consistently named on Forbes Top Accounting and Tax Firms and Accounting Today and Inside Public Accounting list of Top 100 Firms, CWA is recognized annually by respected industry publications. For our complete list of awards, please visit cainwatters.com/disclosures Cain, Watters and Associates, LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC) (CRD # 111521). Full disclosure: cainwatters.com/disclosures
Offices: 17 Cowboys Way, Suite 300, Frisco, Texas 75034, US
Based on 164 listings with disclosed salaries, most consulting jobs in Frisco, TX pay between $67k–$222k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 253 open consulting positions in Frisco, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Baker Tilly US, Thomson Reuters, TIAA, BGE, Inc., Kyndryl, among others. Browse the listings above to see every active employer.
Yes — 169 of the 253 open consulting positions offer remote or hybrid work (39 remote, 130 hybrid).
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