Tax Intern

DBHW Wealth Partners; South Milwaukee (WI); On-site; USD 35,000 - 40,000; Full time

Job summary

DBHW Wealth Partners is a leading investment management, financial, and tax planning firm offering hands-on tax internship experience. You will assist with tax returns, accounting, and client documentation while developing skills in tax research and software tools.

Hours are 15–20 hours per week with flexible scheduling. Rate is $17–$19 per hour, in-office environment designed to support your education and professional growth.

Qualifications

• Pursuing a bachelor’s degree in accounting, finance, or related field.
• Junior or Senior year student with strong academic standing.
• 0-2 years of experience in tax administration work or equivalent preferred.

Responsibilities

• Tax Preparation & Support: Assist in the preparation of individual and business tax returns under supervision.
• Client File Management: Maintain and update client records and ensure confidentiality of information.
• Administrative & Team Support: Provide clerical support, data entry, and assist accountants with daily tasks.
• Professional Development: Shadow experienced tax preparers and learn IRS regulations, GAAP, and firm procedures.

Skills

Verbal communication

Written communication

Organization

Time management

MS Office

Software proficiency

Education

Accounting degree (pursuing)

Finance degree (pursuing)

Junior or Senior year

0-2 years tax experience

Tools

Accounting software

Job description

DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.

Begin your tax career with real-world experience.

Put what you’re learning into practice and gain hands‑on experience that goes beyond the classroom. As a Tax Intern at DBHW Wealth Partners , you’ll work alongside experienced professionals, contribute to real client work, and build practical tax and accounting skills that can help prepare you for the next step in your career.

This internship is designed to give you meaningful exposure to the profession while providing the support, guidance, and flexibility you need to continue your education.

Hours: 15–20 hours per week | Flexible scheduling available

Rate: $17–$19 per hour

About DBHW Wealth Partners

DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.

Meet Our Team: https://www.dbhwwealthpartners.com/our-team

Job Summary:

The Tax Intern position offers exposure to tax compliance, accounting, and administrative functions within a professional services environment. Interns will assist with tax returns, financial statements, and client documentation while developing skills in tax research, software tools, and industry procedures.

Duties/Responsibilities:

Tax Preparation & Support

• Assist in the preparation of individual and business tax returns under supervision.
• Organize and review financial documents for accuracy and completeness.
• Conduct basic tax research on federal, state, and local regulations.
• Support the preparation of financial statements, balance sheets, and income statements.
• Enter and reconcile transactions in accounting software.

Client File Management

• Maintain and update client records in both digital and physical formats.
• Ensure confidentiality of sensitive financial and personal information.
• Prepare supporting schedules and documentation for client files.

Administrative & Team Support

• Provide clerical support such as scanning, filing, and data entry.
• Assist accountants and tax preparers with daily tasks and projects.
• Attend staff meetings and contribute to workflow improvements.

Professional Development

• Shadow experienced tax preparers and accountants to learn best practices.
• Gain exposure to IRS regulations, GAAP, and firm‑specific procedures.
• Participate in training sessions on tax software and accounting tools.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Intermediate computer skills with the ability to learn/utilize several industry specific software required to perform job responsibilities.
• Proficient with Microsoft Office Suite.

Education and Experience:

• Pursuing a bachelor’s degree in accounting, Finance, or related field.
• Junior (rising senior) or Senior year student with a strong academic standing.
• 0-2 years of experience in tax administration work or equivalent preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• This is an in‑office position.

This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the team member. They may change, or new ones may be assigned at any time with or without notice.

DBHW Wealth Partners is an Equal Opportunity Employer.