Operations Intern: Tax Docs & Filing Support

CLA (CliftonLarsonAllen); Carmel-by-the-Sea (CA); On-site; USD 32,000 - 37,000; Part time

Benefits offered by this job

Health, dental, vision benefits

401k plan

Job summary

CLA is seeking an Internal Operations Intern in Carmel, CA to assist with organizing tax documents, intake of information, and timely delivery of returns. The role supports the team in meeting government deadlines and handling e-filing steps, while gaining exposure to accounting workflows.

The internship emphasizes hands-on learning in a collaborative environment, with compensation details referenced for the California location. Start and end dates align with corporate internship cycles.

Qualifications

• Pursuing a bachelor’s degree; 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

Reliable transportation

Attention to detail

Education

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

Tools

Microsoft Office

Windows OS

Job description

CLA is seeking an Internal Operations Intern in Carmel, CA to assist with organizing tax documents, intake of information, and timely delivery of returns. The role supports the team in meeting government deadlines and handling e-filing steps, while gaining exposure to accounting workflows.

The internship emphasizes hands-on learning in a collaborative environment, with compensation details referenced for the California location. Start and end dates align with corporate internship cycles.