Tax Internship - Spring 2027
About The Position
The Tax Associate 1 Intern reports to the Tax Managers and directly supports the Tax Team with federal and state income tax preparation, including data entry for individual income tax returns and Personal Property Tax (PPT). The intern prepares basic tax returns and client tax reports, researches questions as needed, and compares returns with tax projections prepared by in-house Financial Planners. This is a full-time internship running from January 4, 2027, through May 28, 2027, with the potential to extend through October 2027 based on business need and individual performance. The regular schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m.; some flexibility may be allowed with management approval. The role is based in a clerical office environment, and no travel is expected.
Requirements
- Working toward a bachelor's degree in accounting, tax, or a related field.
- Strong communication, interpersonal, and organizational skills.
- Proficiency in Microsoft Office, especially MS Excel.
Nice To Haves
- GPA of 3.0 or higher.
- Basic knowledge of tax laws.
- Proficiency in Adobe Acrobat.
Responsibilities
- Prepare basic tax returns, including Forms 1040, 1041, 1120, 1120S, and 1065.
- Prepare client tax-related reports, including Personal Property Tax reports, extensions, estimated payment vouchers, and tax notices.
- Research client questions and tax issues to support accurate tax preparation.
- Compare tax returns with projections prepared by in-house Financial Planners.
- Participate in workflow planning to ensure assigned returns are completed.
- Assist with setting up new client tax returns and workpapers.
- Prepare individual and personal property tax returns.
- Help prepare some partnership and corporate tax returns as needed.
- Contact clients as needed to facilitate completion of tax issues.
- Coordinate internally with other departments to facilitate completion of tax issues.
- Document records and workpapers in the firm's electronic file cabinet to maintain accurate, organized records.
- Assist department colleagues in meeting the annual tax season goal.
- Use multiple software programs daily to organize workpapers, tax returns, and workflow.
- Complete assigned returns within the specified timeframe to support timely delivery to clients.
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What This Job Offers
Job Type
Full-time
Career Level
Intern
