Accounting, Finance, & Business Development Intern (Leadership Track)

Synergy CPA Financial; Phoenix (AZ); Hybrid; USD 19,000 - 25,000; Part time

Benefits offered by this job

One-on-one mentorship from CPAs and业务？

Hands-on experience with real clients

Job summary

Synergy CPA Tax & Financial Services is seeking an Accounting, Finance, & Business Development Intern (Leadership Track) in Phoenix, AZ or remote. The role is part-time (10–20 hours/week) at $16.00/hour and offers mentoring from CPAs and business leaders with real client experience.

You will build relationships, present workshops, develop marketing campaigns, and participate in tax, accounting, and financial planning projects while pursuing a degree in a related field.

Qualifications

• Currently pursuing a Bachelor’s or Master’s degree in Accounting, Finance, Business Administration, Economics, Marketing, or a related field.
• Self-motivated with an entrepreneurial mindset.
• Strong organizational and problem-solving skills.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Willingness to learn, lead, and take initiative.
• Preferred: ability to speak Mandarin Chinese, Taiwanese, or Spanish.
• Customer service, sales, or leadership experience is a plus.
• Interest in entrepreneurship, public speaking, and business development.

Responsibilities

• Build relationships with prospective clients through networking, referrals, community outreach, and professional events.
• Present educational workshops on tax, accounting, financial planning, college planning, and business topics under professional guidance.
• Identify new business opportunities and contribute directly to increasing company revenue.
• Develop and execute marketing campaigns, including social media, digital marketing, seminars, and community events.
• Generate and follow up on prospective client leads while building long‑term professional relationships.
• Recruit and develop future team members by identifying talented individuals and introducing them to career opportunities within our organization.
• Take ownership of client communication and ensure an exceptional client experience.
• Work on tax preparation, bookkeeping, payroll, accounting, and financial planning projects with experienced professionals.
• Lead special projects that improve business operations, client satisfaction, and company growth.
• Develop leadership, communication, presentation, negotiation, and entrepreneurial skills.
• Learn how successful CPA firms and financial services businesses are built, managed, and scaled.

Skills

Self-motivated mindset

Entrepreneurial mindset

Organizational skills

Problem-solving

Microsoft Excel

Microsoft Word

PowerPoint

Willingness to learn

Willingness to lead

Education

Bachelor’s or Master’s degree in Accounting

Bachelor’s or Master’s degree in Finance

Bachelor’s or Master’s degree in Business Administration

Bachelor’s or Master’s degree in Economics

Bachelor’s or Master’s degree in Marketing

Related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

recognizing talent and rewarding success

Accounting, Finance, & Business Development Intern (Leadership Track)

Location: Phoenix, Arizona or remote Compensation: $16.00/hour Schedule: Part‑Time (10–20 hours/week)

Launch Your Career. Build Your Future.

Are you looking for more than just an internship?

At Synergy CPA Tax & Financial Services, we’re building the next generation of accountants, financial professionals, entrepreneurs, and business leaders. This internship is designed for students who want real business experience—not just office work.

You’ll work alongside experienced CPAs, financial professionals, and business leaders while learning how to grow a professional services firm. Our interns don’t simply observe—they take initiative, create value, and contribute to business growth.

Outstanding interns may transition into full‑time positions after graduation, with opportunities to become future managers, partners, or business owners.

What You’ll Do

As a Business Development & Finance Intern, you will take ownership of projects that contribute directly to the growth of our company.

You will:

• Build relationships with prospective clients through networking, referrals, community outreach, and professional events.
• Present educational workshops on tax, accounting, financial planning, college planning, and business topics under professional guidance.
• Identify new business opportunities and contribute directly to increasing company revenue.
• Develop and execute marketing campaigns, including social media, digital marketing, seminars, and community events.
• Generate and follow up on prospective client leads while building long‑term professional relationships.
• Recruit and develop future team members by identifying talented individuals and introducing them to career opportunities within our organization.
• Take ownership of client communication and ensure an exceptional client experience.
• Work on tax preparation, bookkeeping, payroll, accounting, and financial planning projects with experienced professionals.
• Lead special projects that improve business operations, client satisfaction, and company growth.
• Develop leadership, communication, presentation, negotiation, and entrepreneurial skills.
• Learn how successful CPA firms and financial services businesses are built, managed, and scaled.

Qualifications

Required

Currently pursuing a Bachelor’s or Master’s degree in:

• Accounting
• Finance
• Business Administration
• Economics
• Marketing
• or a related field

• Self‑motivated with an entrepreneurial mindset
• Strong organizational and problem‑solving skills
• Proficiency in Microsoft Excel, Word, and PowerPoint
• Willingness to learn, lead, and take initiative

Preferred

• Ability to speak Mandarin Chinese or Taiwanese or Spanish
• Customer service, sales, or leadership experience
• Interest in entrepreneurship, public speaking, and business development

What Makes This Internship Different

Most internships teach you how to complete tasks.

This internship teaches you how to build a business.

You’ll gain experience in:

• Public Accounting
• Tax Planning
• Business Development
• Marketing & Branding
• Public Speaking & Presentations
• Client Relationship Management
• Recruiting & Leadership Development
• Practice Management
• Building Multiple Revenue Streams

You’ll understand not only how a business operates , but also how a business grows.

Who Should Apply?

We’re looking for students who:

• Want to become CPAs, financial professionals, entrepreneurs, or business owners.
• Are comfortable taking initiative and embracing challenges.
• Enjoy networking, meeting new people, and building relationships.
• Want to make a measurable impact on company growth.
• Are motivated by learning, leadership, and long‑term career opportunities.

$16.00/hour

One‑on‑one mentorship from CPAs and business leaders

Hands‑on experience with real clients and real business challenges

Leadership development and professional training

Long‑term career advancement opportunities, including leadership and partnership pathways for top performers

About Synergy CPA Tax & Financial Services

Synergy CPA Tax & Financial Services is a rapidly growing accounting and financial services firm serving clients across more than 30 states and 15 countries . We provide tax, accounting, payroll, financial planning, and business consulting services to individuals, families, and business owners.

Our Mission

To help people save tax & build wealth, achieve lasting financial freedom, grow successful businesses, and develop the next generation of entrepreneurs and business leaders.

Our Vision

By 2047, our vision is to build a nationwide network of 100 partner‑led offices, develop 100 entrepreneurs, and create 100 millionaires .

Through partnership, mentorship, and entrepreneurship, we aim to empower ambitious professionals to own, lead, and grow their own businesses while creating lasting value for their clients, families, and communities.

Why Join Synergy?

At Synergy, you won’t just learn technical skills—you’ll learn how to think and act like an entrepreneur .

We invest in developing future CPAs, financial professionals, entrepreneurs, business leaders, and partners who are passionate about serving clients, creating value, generating business growth, building teams, and making a meaningful impact.

Your internship isn’t the destination—it's the first step toward becoming a future leader, entrepreneur, and business owner.