Internal Operations Intern - Winter 2027 - Fort Myers, FL

CLA (CliftonLarsonAllen); Fort Myers (FL); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CLA (CliftonLarsonAllen) in Fort Myers, FL is seeking an Internal Operations Intern with a January 2027 start and an April 2027 end. The role supports tax document reviews, information intake, tracking of client files, and preparation of tax documents in a fast-paced, professional setting.

The ideal candidate is working toward a bachelor’s degree in Accounting or Finance, eager to learn new technologies, proficient with MS Windows and Office, and willing to travel to client sites to support

Qualifications

• Working toward a bachelor’s degree – 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 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

Willingness to learn new technologies

MS Office proficiency

Reliable transportation

Education

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

Tools

MS Windows

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.

Fort Myers, FL 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.

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.