Tax Intern

Jobtailor; Modesto (CA); On-site; USD 24,796 - 38,572; Full time

Job summary

Jobtailor in Modesto, CA is seeking a student to support tax return preparation through administrative tasks, client onboarding, and documentation management.

You will curate client files, help with tax forms, and assist with client offboarding while balancing school schedules. Ideal candidates are pursuing a business or accounting degree, in good academic standing, with attention to detail and a can-do attitude.

Qualifications

• Pursuing a B.A./B.S. in business, accounting concentration.
• Good academic standing and progress toward degree.
• Junior or senior-year students welcomed; schedule-flexible (full-time or part-time).
• Demonstrates a positive, proactive attitude and strong attention to detail.
• Majors in Economics, Finance, or Math are welcome to apply.

Responsibilities

• Assist with tax return preparation and related clerical tasks.
• Coordinate system setup for new clients across internal platforms.
• Curate and organize client documentation to support tax prep.
• Support the flow of client information throughout the Firm.
• Assist in developing comprehensive client tax support files.
• Help prepare selected client tax forms in line with Firm standards.
• Assist with offboarding departing clients.

Skills

Tax Preparation

Client Onboarding

Client Offboarding

Documentation Organization

Information Management

Education

B.A./B.S. in business administration with accounting concentration

Job description

Responsibilities

• Administrative and clerical tasks related to tax return preparation, including but not limited to the following:
• Support the onboarding of new clients by coordinating system setup across internal platforms.
• Curate and organize client documentation to facilitate efficient and accurate tax preparation.
• Contribute to the management and flow of client information throughout the Firm.
• Assist with the development of comprehensive client tax support files.
• Support the preparation of selected client tax forms in alignment with Firm standards.
• Support the offboarding of departing clients.

Requirements

• Currently seeking B.A./B.S. degree in business administration, accounting concentration.
• Majors in Economics, Finance, and Math are welcome to apply as well.
• Be in good academic standing, making satisfactory progress towards degree.
• Junior status and seniors in final years accepted.Full-time or part-time according to school schedule.
• Positive “can-do” attitude, passionate about learning.
• High attention to detail.

Hard Skills

• Tax Preparation
• Client Onboarding
• Client Offboarding
• Documentation Organization
• Information Management

Soft Skills

• Positive Attitude
• Passionate About Learning