Tax Intern

Waverly Advisors, LLC; Dayton (OH); In loco; USD 21.000 - 30.000; Part-time

Descrizione del lavoro

Waverly Advisors, LLC is seeking dependable and organized Tax Season Interns to support the team during the busy tax season. This part-time internship offers hands-on experience in a professional tax and wealth advisory environment for students pursuing business, accounting, or finance.

The intern will perform administrative tasks, document handling, data entry, and general office support, helping maintain efficient workflow throughout tax season.

Competenze

• Currently enrolled in college, preferably studying Business, Accounting, Finance, or a related field.
• Strong attention to detail and organizational skills.
• Comfortable working with computers and Microsoft Office.
• Ability to learn new software and office systems quickly.
• Strong written and verbal communication skills.
• Professional, dependable, and able to maintain confidentiality.
• Ability to work independently while also supporting a team.

Mansioni

• Organize, scan, copy, and electronically file tax documents and client records
• Assist with assembling and preparing tax return workpapers
• Enter and maintain client information accurately in office systems
• Maintain organized digital and physical filing systems
• Support tax professionals with administrative tasks during peak season
• Handle confidential client information with professionalism and discretion
• Perform other office and administrative duties as assigned

Conoscenze

Attention to detail

Organizational skills

Microsoft Office

Learn new software

Written and verbal communication

Confidentiality

Independence with teamwork

Formazione

College student in Business/Accounting/Finance

Strumenti

Microsoft Office

Office systems

Descrizione del lavoro

Tax Season Intern

Location: Centerville, OH or Cincinnati, OH

Employment Type: Seasonal / Internship

Schedule: Part-Time/Flexible, 1/4/2027 - 4/15/2027

About The Position

We are seeking dependable and organized Tax Season Interns to support our team during the busy tax season. This is an excellent opportunity for a student or aspiring business or accounting professional to gain hands‑on experience in a professional tax and wealth advisory environment.

The intern will assist with administrative tasks, client documentation, data entry, document organization, and general office support while helping our team maintain an efficient workflow throughout tax season.

Responsibilities

• Organize, scan, copy, and electronically file tax documents and client records
• Assist with assembling and preparing tax return workpapers
• Enter and maintain client information accurately in office systems
• Maintain organized digital and physical filing systems
• Support tax professionals with administrative tasks during peak season
• Handle confidential client information with professionalism and discretion
• Perform other office and administrative duties as assigned

Qualifications

• Currently enrolled in college, preferably studying Business, Accounting, Finance, or a related field
• Strong attention to detail and organizational skills
• Comfortable working with computers and Microsoft Office
• Ability to learn new software and office systems quickly
• Strong written and verbal communication skills
• Professional, dependable, and able to maintain confidentiality
• Ability to work independently while also supporting a team

What You'll Gain

• Practical exposure to the tax preparation process
• Experience working in a professional tax and wealth advisory environment
• Opportunities to develop administrative, organizational, and client-service skills
• Exposure to tax software and office procedures
• Valuable experience for students pursuing careers in business, accounting, or finance

Schedule

This is a seasonal position designed to provide additional administrative support during tax season. Specific schedule and start/end dates will be discussed during the interview process.