Operations Intern: Tax Docs & Filing Support

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

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Tucson seeks an Internal Operations Intern to support tax document reviews, intake, and processing tasks. The position runs January 2027 through April 2027.

You will assist with organizing, scanning, e-filing, and ensuring client documents are current, while learning CLA's operational workflows in a collaborative team environment. Ideal candidates are pursuing a bachelor’s degree in accounting or finance, with proficiency in MS Windows and Office and a

Qualifications

• Pursuing a bachelor’s degree with accounting or finance 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 tracked and current.
• Organizes, scans and processes tax documents.
• Assembles client tax returns following 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

Willingness to learn new technologies

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office

MS Windows

Job description

CliftonLarsonAllen Wealth Advisors, LLC in Tucson seeks an Internal Operations Intern to support tax document reviews, intake, and processing tasks. The position runs January 2027 through April 2027.

You will assist with organizing, scanning, e-filing, and ensuring client documents are current, while learning CLA's operational workflows in a collaborative team environment. Ideal candidates are pursuing a bachelor’s degree in accounting or finance, with proficiency in MS Windows and Office and a