Internal Operations Intern - Winter 2027 - Central Texas

CliftonLarsonAllen

San Antonio (TX)

On-site

USD 2,066,000 - 3,031,000

Part time

5 days ago
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Job summary

CliftonLarsonAllen in San Antonio, TX is seeking an Internal Operations Intern to support tax document workflow and client information intake. This internship may be full-time preferred, with a minimum of 20 hours per week possible as a part-time arrangement.

The anticipated start is January 2027 and end in April 2027. Responsibilities include reviewing client tax documents, organizing and routing information, compiling returns, and assisting the team to meet strict deadlines.

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

  • Review and organize client incoming tax documents.
  • Assist with intake of tax information and prepare for routing.
  • Ensure client documents are tracked and kept current.
  • Organize, scan and process tax documents.
  • Assemble client tax returns following procedures.
  • Assist team in meeting government deadlines.
  • E-filing and other final delivery steps.
  • Prepare informational tax documents as needed.
  • Provide general operational support as requested.

Skills

MS Office
Attention to detail
Willing to travel

Education

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

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 San Antonio, TX 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.

This internship is preferred to be a full-time, however, part-time may be offered with a minimum of 20 hours per week.

Come and see for yourself!

PRIMARY RESPONSIBILITIES
  • Review s and organize s client incoming tax documents.
  • Assist s with intake of tax information and prepare s for routing.
  • Ensure s all client documents are being tracked and kept current.
  • Organize s , scan s and process es tax documents.
  • Assemble s client tax returns following established procedures.
  • Assist s 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.

#LI-ER1

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.

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