Hands-On Internal Operations Intern — Tax Docs & Filing

CliftonLarsonAllen Wealth Advisors, LLC; Cranston (RI); Hybrid; USD 25,000 - 30,000; Part time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401k

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Providence, RI seeks an Internal Operations Intern to support tax document handling and daily operations. The internship runs from January 2027 to April 2027, offering exposure to accounting workflows and client document management.

The role emphasizes learning new technologies, reliability, and willingness to travel to client sites as needed. Join CLA to grow professionally within a supportive team.

Qualifications

• Bachelor’s degree in Accounting or Finance preferred.
• Willingness to learn new technologies.
• Proficient with Microsoft Windows and Office.

Responsibilities

• Reviews and organizes client incoming tax documents.
• Assists with intake of tax information and routes it.
• Keeps client documents tracked and current.
• Organizes, scans and processes tax documents.
• Assembles client tax returns following procedures.
• Helps team meet government deadlines.
• E-filing and other delivery steps.
• Assists with preparation of informational tax documents.
• Provides general operational support as needed.

Skills

Microsoft Office

Willingness to learn

Travel readiness

Reliability

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Windows

Office Suite

Job description

CliftonLarsonAllen Wealth Advisors, LLC in Providence, RI seeks an Internal Operations Intern to support tax document handling and daily operations. The internship runs from January 2027 to April 2027, offering exposure to accounting workflows and client document management.

The role emphasizes learning new technologies, reliability, and willingness to travel to client sites as needed. Join CLA to grow professionally within a supportive team.