Internal Operations Intern - Winter 2027 - Phoenix, AZ

CliftonLarsonAllen Wealth Advisors, LLC; Tempe, Northern (AZ, KY); Hybrid; USD 21,000 - 30,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401k

Job summary

CliftonLarsonAllen Wealth Advisors, LLC (CLA) Tempe location is seeking an Internal Operations Intern for a January 2027 start through April 2027. The role focuses on tax document workflow, intake, and client correspondence, under supervision.

You will gain hands-on experience with document organization, e-filing, and processing to support advisory services while meeting government deadlines and firm procedures.

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

MS Office

Education

Accounting/Finance degree

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 Tempe 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.

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.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Wellness at CLA

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

Equal Opportunity Employer

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Accommodation Statement

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail]