Internal Operations Intern - Winter 2027 - Minneapolis, MN

CliftonLarsonAllen Wealth Advisors, LLC; Minneapolis, Northern (MN, KY); Hybrid; USD 26,000 - 32,000; Part time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis is seeking an Internal Operations Intern for Winter 2027, starting January 2027 and ending April 2027. This part-time role supports tax document handling and client workflow within our operations team.

You will assist with intake of tax information, organize and track documents, and help meet government deadlines. Ideal candidates are pursuing a bachelor’s degree in accounting or finance, comfortable with MS Office, and prepared to travel to

Qualifications

• Pursuing a bachelor’s degree in Accounting or Finance is strongly preferred.
• Proficient with MS Windows and MS 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 tracked and kept current.
• Organizes, scans and processes tax documents.
• Assembles client tax returns following established procedures.
• Assists team in meeting government deadlines.

Skills

MS Windows proficiency

MS Office proficiency

Education

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

Job description

## Internal Operations Intern - Winter 2027 - Minneapolis, MNApply: Minneapolis, MN: Part time: Posted Today: R17931We 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 **Minneapolis** 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 Minnesota is: $19 - $23.