Internal Operations Intern - Winter 2027 - Carmel, CA

CliftonLarsonAllen Wealth Advisors, LLC; California (MO); Hybrid; USD 32,000 - 37,000; Part time

Benefits offered by this job

Health benefits

Wellness program

401k

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Internal Operations Intern for Winter 2027 in Carmel, CA. The role starts January 2027 and ends April 2027, with a part-time schedule and a focus on supporting tax document handling and operational tasks.

You will review client documents, assist with tax information intake, and help ensure timely, accurate processing in a collaborative team environment. Eligibility includes pursuing a bachelor’s in Accounting or Finance and readiness to

Qualifications

• Enrolled in a bachelor’s degree in Accounting or Finance; strong preference.
• 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 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 tasks as requested.

Skills

Microsoft Windows

Microsoft Office

Education

Bachelor's degree in Accounting or Finance

Job description

## Internal Operations Intern - Winter 2027 - Carmel, CAApply: Carmel, CA: Part time: Posted 9 Days Ago: R17975We strive every day to exemplify our CLA values – curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one’s actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.Our **Carmel, CA** location is seeking an **Internal Operations Intern****.**The anticipated start date for this role is: **January 2027.**The anticipated end date for this role is: **April 2027.**Come and see for yourself!PRIMARY 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.MINIMUM REQUIREMENTS* Working towards the achievement of a bachelor’s degree – Degree in Accounting or Finance **strongly preferred**.* Willingness to learn new technologies.* Proficient with Microsoft (MS) Windows and Office products.* Reliable transportation and willingness to travel to client sites.Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact the position of pay within the range.The compensation range for this position in California is: $23 - $27 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. **Wellness at CLA**To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits, click here.