Internal Operations Intern - Winter 2027 - Carmel, CA

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

Benefits offered by this job

Health benefits

401k

Wellness program

Job summary

CLA Carmel, CA is seeking an Internal Operations Intern to support client tax document handling and workflow management. The role involves organizing tax files, assisting with information intake, and ensuring timely delivery and e-filing while supporting the team to meet government deadlines.

Ideal candidates are pursuing a bachelor’s degree in Accounting or Finance, comfortable with MS Office, and willing to travel to client sites. Start date January 2027 with an anticipated end date April 2027.

Qualifications

• Pursuing a bachelor’s 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 kept current.
• Organizes, scans and processes tax documents.
• Assembles client tax returns following established procedures.
• Assists team in meeting government deadlines.
• E-filing and other final delivery steps.
• May assist with preparation of informational tax documents.
• Provides general operational support as requested.

Skills

Accounting/Finance degree in progress

MS Office proficiency

Willingness to travel

Education

Bachelor's degree in Accounting or Finance (strongly preferred)

Tools

MS Office

Job description

We 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 OperationsIntern**.

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
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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.