Tax Intern- Spring 2027

Sorren, Inc.; Medford (MA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Generous PTO

Medical, dental, vision coverage

401(k) plan

Paid holidays

Parental leave

Mentorship programs

CPA exam support

Team events

Job summary

Sorren, Inc. in Medford, MA invites you to join our team as an undergraduate tax intern. You will assist in preparing individual, corporate, and partnership tax returns while gaining hands-on experience in accounting, tax compliance, and client service.

The role emphasizes attention to detail, Excel proficiency, and the ability to work with deadlines during peak periods. You’ll be part of a collaborative culture that supports mentoring, career development, and exposure to firm-wide initiatives.

Qualifications

• Pursuing a bachelor's degree in accounting, finance, or related field.
• Strong attention to detail and accuracy with numbers.
• Proficiency in Microsoft Excel; willingness to learn tax software.
• Excellent communication and organizational skills.
• Availability for part-time or full-time internship during peak deadlines.

Responsibilities

• Assist in preparing individual, corporate, and partnership tax returns.
• Support quarterly and annual accounting tasks feeding into tax prep.
• Review prior returns and documents to gather missing information.
• Record tax data with accuracy across entities.
• Assist in calculating quarterly and annual estimated tax liabilities.
• Participate in basic tax planning discussions.
• Communicate clearly with internal team members to clarify data.
• Contribute to team projects and training sessions.
• Perform other duties and be flexible as assigned.
• Meet targets for individual and firm productivity.

Skills

Microsoft Excel

Education

Bachelor's degree in accounting/finance

Job description

Our Firm

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.

Your Journey

Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.

Position Summary:

Your Impact (Essential Duties)

• Assist in preparing individual, corporate, and partnership tax returns
• Support quarterly and annual accounting tasks that feed into tax preparation
• Help review prior returns and documents to gather and organize missing information
• Record tax data with accuracy and attention to potential connections across entities
• Assist in calculating quarterly and annual estimated tax liabilities
• Participate in basic tax planning discussions and projects as appropriate
• Communicate clearly with internal team members to clarify data or document issues
• Contribute to team projects and participate in learning opportunities and training sessions
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
• Meet agreed upon targets to fulfill individual performance and overall firm productivity

Your Background

• Required: Currently pursuing a bachelor’s degree in accounting, finance, or a related field
• Basic understanding of accounting and tax principles, with interest in expanding your knowledge
• Strong attention to detail and accuracy in working with numbers and documentation
• Proficiency in Microsoft Excel and willingness to learn tax preparation software
• Good communication, organizational, and interpersonal skills
• Ability to follow instructions, ask questions, and seek feedback to improve your work
• Availability to work part-time or full-time during the internship term, with flexibility during peak deadlines

Why Choose Us?

At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.

What We Offer*:

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 - January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays

*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

© 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.