Tax & Internal Operations Intern

CliftonLarsonAllen Wealth Advisors, LLC; Lacey, Northern (WA, KY); Hybrid; USD 29,000 - 36,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC, located in Lacey, WA, is seeking an Internal Operations Intern to support tax document handling and workflow processes during a finite internship from January to April 2027.

The role emphasizes accuracy, timely processing, and collaboration within the team, with exposure to client documents, e-filing steps, and general operational support. Candidates pursuing accounting or finance degrees are preferred and must be willing to travel to client sites.

Qualifications

• Working towards the achievement of a bachelor’s degree – Degree in Accounting or Finance strongly 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 being tracked and kept current.
• Organizes, scans and processes tax documents.
• Assembles client tax returns following established procedures.
• Assists team in meeting strict government deadlines.
• E-filing and other final delivery type steps.
• Other responsibilities may include preparation of informational tax documents.
• General operational support and other responsibilities/tasks as requested.

Skills

Willingness to learn

Microsoft Windows

Microsoft Office

Education

Bachelor’s degree in Accounting or Finance

Job description

CliftonLarsonAllen Wealth Advisors, LLC, located in Lacey, WA, is seeking an Internal Operations Intern to support tax document handling and workflow processes during a finite internship from January to April 2027.

The role emphasizes accuracy, timely processing, and collaboration within the team, with exposure to client documents, e-filing steps, and general operational support. Candidates pursuing accounting or finance degrees are preferred and must be willing to travel to client sites.