Tax Intern

DBHW Wealth Partners•Brookfield, WI

9d•$17 - $19•Onsite

About The Position

Begin your tax career with real-world experience. Put what you’re learning into practice and gain hands-on experience that goes beyond the classroom. As a Tax Intern at DBHW Wealth Partners, you’ll work alongside experienced professionals, contribute to real client work, and build practical tax and accounting skills that can help prepare you for the next step in your career. This internship is designed to give you meaningful exposure to the profession while providing the support, guidance, and flexibility you need to continue your education.

Requirements

Excellent verbal and written communication skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
Intermediate computer skills with the ability to learn/utilize several industry specific software required to perform job responsibilities.
Proficient with Microsoft Office Suite.
Pursuing a bachelor’s degree in accounting, Finance, or related field.
Junior (rising senior) or Senior year student with a strong academic standing.

Nice To Haves

0-2 years of experience in tax administration work or equivalent preferred.

Responsibilities

Assist in the preparation of individual and business tax returns under supervision.
Organize and review financial documents for accuracy and completeness.
Conduct basic tax research on federal, state, and local regulations.
Support the preparation of financial statements, balance sheets, and income statements.
Enter and reconcile transactions in accounting software.
Maintain and update client records in both digital and physical formats.
Ensure confidentiality of sensitive financial and personal information.
Prepare supporting schedules and documentation for client files.
Provide clerical support such as scanning, filing, and data entry.
Assist accountants and tax preparers with daily tasks and projects.
Attend staff meetings and contribute to workflow improvements.
Shadow experienced tax preparers and accountants to learn best practices.
Gain exposure to IRS regulations, GAAP, and firm-specific procedures.
Participate in training sessions on tax software and accounting tools.