Internal Operations Intern - Winter 2027 - Southern Minnesota

CliftonLarsonAllen Wealth Advisors, LLC

Mankato, Northern (MN, KY)

Hybrid

USD 26,000 - 32,000

Part time

14 days+
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Job summary

CliftonLarsonAllen Wealth Advisors, LLC invites applications for an Internal Operations Intern position for Winter 2027 in Minnesota. The role supports tax document handling, filing, and client document management, with tasks spanning intake, organization, and processing to meet strict deadlines.

The internship runs January to April 2027, in Mankato and Owatonna, with part-time hours and compensation reflective of local intern wages. Travel to client sites may be required.

Qualifications

  • Working toward a bachelor’s degree – Degree in Accounting or Finance strongly preferred.
  • 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 tracked and kept current.
  • Organizes, scans and processes tax documents.
  • Assembles client tax returns following established procedures.
  • Assists team in meeting government deadlines.
  • E-filing and other final delivery steps.
  • Other responsibilities may include preparation of informational tax documents.
  • General operational support and other responsibilities/tasks as requested.

Skills

Microsoft Office

Education

Accounting/Finance degree (in progress)

Job description

## Internal Operations Intern - Winter 2027 - Southern MinnesotaApply: Owatonna, MN: Mankato, MN: Part time: Posted Today: R17935We 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 **Mankato** and **Owatonna** locations are each 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.
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