Internal Operations Intern - Tax & Document Management

CliftonLarsonAllen; Carmel-by-the-Sea (CA); On-site; USD 32,000 - 37,000; Full time

Job summary

CliftonLarsonAllen (CLA) in Carmel, CA is seeking an Internal Operations Intern to support client tax document processing and workflow management from January 2027 through April 2027. You will review and organize client tax documents, assist with intake, track documents, and help assemble client tax returns while meeting government deadlines.

A bachelor's degree in accounting or finance is preferred, and proficiency with MS Office is expected.

Qualifications

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

MS Office

Willingness to learn

Reliable transportation

Education

Bachelor's degree in Accounting/Finance (preferred)

Tools

MS Windows

Job description

CliftonLarsonAllen (CLA) in Carmel, CA is seeking an Internal Operations Intern to support client tax document processing and workflow management from January 2027 through April 2027. You will review and organize client tax documents, assist with intake, track documents, and help assemble client tax returns while meeting government deadlines.

A bachelor's degree in accounting or finance is preferred, and proficiency with MS Office is expected.