Internal Operations Intern — Tax Docs & Compliance

CliftonLarsonAllen Wealth Advisors, LLC; Tempe, Northern (AZ, KY); Hybrid; USD 21,000 - 30,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401k

Job summary

CliftonLarsonAllen Wealth Advisors, LLC (CLA) Tempe location is seeking an Internal Operations Intern for a January 2027 start through April 2027. The role focuses on tax document workflow, intake, and client correspondence, under supervision.

You will gain hands-on experience with document organization, e-filing, and processing to support advisory services while meeting government deadlines and firm procedures.

Qualifications

• Working toward a bachelor’s degree; degree in Accounting or Finance strongly preferred.
• Willingness to learn new technologies.
• Proficient with Microsoft Windows and Office products.
• 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

MS Office

Education

Accounting/Finance degree

Job description

CliftonLarsonAllen Wealth Advisors, LLC (CLA) Tempe location is seeking an Internal Operations Intern for a January 2027 start through April 2027. The role focuses on tax document workflow, intake, and client correspondence, under supervision.

You will gain hands-on experience with document organization, e-filing, and processing to support advisory services while meeting government deadlines and firm procedures.