Internal Operations Intern — Tax & Client Docs

CliftonLarsonAllen Wealth Advisors, LLC; Wenatchee, Northern (WA, KY); Hybrid; USD 29,000 - 36,000; Part time

Benefits offered by this job

Health, dental, vision

401k

Job summary

CliftonLarsonAllen Wealth Advisors, LLC (CLA) in Wenatchee, WA is seeking an Internal Operations Intern for a January 2027 to April 2027 internship. The role supports tax document handling, intake, and processing, while ensuring documents are tracked and deadlines met.

The candidate should be pursuing a bachelor's degree in Accounting or Finance, be willing to learn new technologies, and be proficient with MS Office.

Qualifications

• Pursuing a bachelor’s degree in Accounting or Finance.
• Willingness to learn new technologies.
• Proficient with MS Windows and MS Office.
• Reliable transportation and willingness to travel to client sites.

Responsibilities

• Reviews and organizes client incoming tax documents.
• Assists with intake of tax information and prepares for routing.
• Ensures all client documents are being tracked and kept current.
• Organizes, scans and processes tax documents.
• Assembles client tax returns following established procedures.
• Assists team in meeting strict government deadlines.
• E-filing and other final delivery type steps.
• Other responsibilities may include preparation of informational tax documents.
• General operational support and other responsibilities/tasks as requested.

Skills

Willingness to learn technologies

Reliable transportation

Travel to client sites

Education

Bachelor's degree in Accounting or Finance (in progress)

Tools

MS Office

MS Windows

Job description

CliftonLarsonAllen Wealth Advisors, LLC (CLA) in Wenatchee, WA is seeking an Internal Operations Intern for a January 2027 to April 2027 internship. The role supports tax document handling, intake, and processing, while ensuring documents are tracked and deadlines met.

The candidate should be pursuing a bachelor's degree in Accounting or Finance, be willing to learn new technologies, and be proficient with MS Office.