Entrepreneurial Finance & Business Growth Intern

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

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.