Tax Intern

About the Position

Responsibilities

• Organize, scan, copy, and electronically file tax documents and client records
• Assist with assembling and preparing tax return workpapers
• Enter and maintain client information accurately in office systems
• Maintain organized digital and physical filing systems
• Support tax professionals with administrative tasks during peak season
• Handle confidential client information with professionalism and discretion
• Perform other office and administrative duties as assigned

Qualifications

• Currently enrolled in college, preferably studying Business, Accounting, Finance, or a related field
• Strong attention to detail and organizational skills
• Comfortable working with computers and Microsoft Office
• Ability to learn new software and office systems quickly
• Strong written and verbal communication skills
• Professional, dependable, and able to maintain confidentiality
• Ability to work independently while also supporting a team
• What You'll Gain
• Practical exposure to the tax preparation process
• Experience working in a professional tax and wealth advisory environment
• Opportunities to develop administrative, organizational, and client-service skills
• Exposure to tax software and office procedures
• Valuable experience for students pursuing careers in business, accounting, or finance
• Schedule
• This is a seasonal position designed to provide additional administrative support during tax season. Specific schedule and start/end dates will be discussed during the interview process.

Schedule

• This is a seasonal position designed to provide additional administrative support during tax season. Specific schedule and start/end dates will be discussed during the interview process.