Internal Operations Intern - Winter 2027 - Carmel, CA

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

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 seekingan 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.
• Assemblies 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

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.