Legal and Tax Internship

Who we are 

Heritage is building the Modern Investment Office , supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.

Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable.

Our team comprises of a diverse international group of individuals from leading organisations and with diverse backgrounds , including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests.

Your role as Tax Intern  

As a Tax Intern, you will join our Tax function, which is responsible for managing and designing the Group's tax policies, structuring and continuously monitoring the tax position of our entities across Europe, and optimizing intercompany relationships. You will work closely with our Senior Tax Counsel and other senior members of the legal and finance teams, learning how to approach complex multi-jurisdictional tax issues and contributing to well-researched, structured solutions in a rapidly evolving and demanding environment - one where we value precision, intellectual honesty, a curious mindset and a creative approach.

You Will

• Assist in structuring, optimizing, and monitoring intercompany relationships among the Group's entities;
• Assist in drafting tax policies and internal procedures under the supervision of the Tax team;
• Help map and track tax obligations across Group entities to support consistency, harmonization, and efficiency;
• Contribute to maintaining contractual templates, internal manuals, registers, and trackers to strengthen tax compliance;
• Carry out tax research and analysis on recent legislative developments;
• Support day-to-day activities with a tax dimension, including helping prepare memos, briefing notes, and materials for senior management.

What We Are Looking For…

Someone who, beyond academic background, brings the mindset and personal attributes to thrive in a fast-moving tax environment:

• Self-motivated: Genuinely curious to learn, bringing a meaningful and non-trivial contribution to every task, with energy and drive. Don't wait to be chased: stays on top of deadlines, follows up proactively, asks for guidance when needed, and flags risks before they escalate.
• Critical thinking: Ask the right questions and bring creative solutions to the table. Understand the "why" behind every task, challenge approaches constructively - and never bring a problem without at least one proposed solution.
• Attention to detail: Review every document meticulously, cross-checking for internal consistency (defined terms, cross-references, schedules) and catching issues before they surface elsewhere.
• Team working: Collaborate openly across functions and jurisdictions. Share knowledge, give credit, integrate feedback, and put team wins above personal visibility - especially under pressure.

In Addition, the Ideal Candidate

• Is a recent law graduate, preferably with a tax-oriented specialization, or a current Master's student specializing in tax law;
• Has a genuine curiosity about international tax law and is eager to learn how rules translate into operational reality;
• Prior experience in a tax practice or any other exposure to tax matters is a plus;
• Is fluent in English; working proficiency in Italian is a nice plus.

What we offer 

A paid internship in the heart of Milan, starting in September and lasting six enriching months, will help shape you into a well-rounded professional. You will join an international team from 10+ nationalities whom you will interact with daily and at quarterly team-building events.

• Work with some of the best people in the industry. We are an industry-leading team, with Professionals from top organizations, such as Carlyle, CD&R, etc.
• Unmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal ones

Join us for an experience that combines professional growth with a positive work environment. Your journey begins here!

At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision-making.

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