Fiduciary Internship
Job Description
Job Title: Fiduciary Intern
Full Time/Part Time: Part-Time
Estimated Hours: 6 per week, flexible within our standard operating hours of 9 a.m. – 5 p.m., Monday – Friday
Internship Length: May – October 2026
Location: 1612 S Liberty Drive, Suite B, Bloomington, IN 47403
Reports To: Kristin Bell, office manager, Personal Financial Services
Job Summary
We are seeking a highly motivated and detail-oriented Fiduciary Intern to join our accounting firm.
This six-month internship offers a unique opportunity to gain hands-on experience in fiduciary services, working closely with our team to support clients in managing their financial affairs.
The intern will learn critical skills related to benefit renewals, financial accounting, and resource management, with a focus on ensuring compliance and client well-being.
This role is designed to provide a comprehensive understanding of fiduciary responsibilities within an accounting firm setting, with the potential for future opportunities.
About Personal Financial Services
Personal Financial Services is a Bloomington-based accounting firm offering tax services for individuals and businesses, fiduciary services, and retirement planning.
We do things differently than how your grandpa used to:
We’re not too cool for school, and complete continuing education every year.
We’re a woman-owned, mostly woman-run business.
We strive to maintain a healthy work-life balance that prioritizes family more than working excessive hours.
When others raise their eyebrows at client spending habits, we keep our eyebrows to ourselves.
We break bread together, give each other rides, and pitch in when someone needs help — especially when that someone is a client.
We make it easy for you to turn in your documents via a new, accessible online portal (with phone app!) and after-hours drop box.
Assisting with the renewal and application processes for various government benefits, such as Medicaid, Food Stamps, and Section 8 housing assistance.
Preparing and submitting applications for energy assistance credits on behalf of clients.
Preparing detailed accountings for Social Security beneficiaries.
Preparing formal accounts for court submission, particularly in guardianship cases.
Roles and Responsibilities
The Fiduciary Intern will be involved in a variety of tasks, including but not limited to:
Performing bank reconciliations to ensure accuracy and consistency of financial records.
Understanding and applying strategies for managing client resources to maintain eligibility for benefits like Medicaid.
Attending a guardianship court hearing, when opportunities arise, to observe legal proceedings.
Assisting with bill payment for clients.
Weekly filing tasks to become familiar with document management systems and efficient retrieval of client records for renewals and accountings.
Attending quarterly care plan meetings to observe our comprehensive approach to client care and resource management.
Currently pursuing a degree in Accounting, Finance, Business Administration, or Health Administration.
Strong attention to detail and organizational skills.
Excellent written and verbal communication abilities.
Proficiency in Microsoft Office Suite, especially Excel.
Ability to handle sensitive information with discretion and maintain confidentiality.
A strong desire to learn and contribute to a team-oriented environment.
Required Experience and Skills
Nice to Have Experience and Skills
Previous experience in an office setting or with administrative tasks.
Familiarity with Xero accounting software, Google Sheets, and Microsoft Excel.
An understanding of government benefit programs (Medicaid, Food Stamps, Section 8) is a plus.
Ability to work independently and manage multiple tasks effectively.
A driver’s license and car.
Internship Duration
This is a six-month internship, structured to provide exposure to the cyclical nature of benefit renewals and accounting processes.
Due to the timing of these opportunities, a six-month commitment allows for a comprehensive learning experience. Successful interns will have the option to return for future engagements, such as during tax season, based on performance and firm needs.
Send an email with your resume and cover letter to: