Tax & Internal Operations Intern

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

Job summary

CLA Moses Lake, WA is seeking an Internal Operations Intern for January 2027 through April 2027 to support tax document workflow and general operations. Primary duties include reviewing and organizing client tax documents, assisting intake, tracking documents, preparing returns, and aiding the team to meet government deadlines, with possible travel to client sites.

We welcome applicants pursuing a bachelor’s degree in Accounting or Finance, who are proficient with MS Windows and Office and eager

Qualifications

• Pursuing a bachelor’s degree in Accounting or Finance 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

MS Windows & Office

Travel readiness

Reliable transportation

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office

Microsoft Windows

Job description

CLA Moses Lake, WA is seeking an Internal Operations Intern for January 2027 through April 2027 to support tax document workflow and general operations. Primary duties include reviewing and organizing client tax documents, assisting intake, tracking documents, preparing returns, and aiding the team to meet government deadlines, with possible travel to client sites.

We welcome applicants pursuing a bachelor’s degree in Accounting or Finance, who are proficient with MS Windows and Office and eager