Internal Operations Intern: Tax Document Processing (Winter 2027)

CliftonLarsonAllen Wealth Advisors, LLC; Shelton (CT); On-site; USD 21,000 - 30,000; Part time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Shelton, CT is seeking an Internal Operations Intern for Winter 2027. The anticipated start date is January 2027 and the end date is April 2027.

The role involves supporting tax document handling, intake, tracking, scanning, and preparation for routing, with strict government deadlines. Ideal candidates are pursuing a bachelor’s degree in Accounting or Finance, demonstrate a willingness to learn new technologies, and are proficient in MS Office.

Qualifications

• Working towards a bachelor’s degree in Accounting or Finance (strongly preferred).
• Willingness to learn new technologies and work with MS Office products.

Responsibilities

• Reviews and organizes client incoming tax documents.
• Assists with intake of tax information and prepares for routing.
• Ensures all client documents are tracked and kept current.
• Organizes, scans and processes tax documents and assembles client tax returns.

Skills

MS Office

Professional communication

Education

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

Tools

MS Windows

Excel

Word

Job description

CliftonLarsonAllen Wealth Advisors, LLC in Shelton, CT is seeking an Internal Operations Intern for Winter 2027. The anticipated start date is January 2027 and the end date is April 2027.

The role involves supporting tax document handling, intake, tracking, scanning, and preparation for routing, with strict government deadlines. Ideal candidates are pursuing a bachelor’s degree in Accounting or Finance, demonstrate a willingness to learn new technologies, and are proficient in MS Office.