Tax Internship

Trajan Wealth LLC; Scottsdale (AZ); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Paid internship

Flexible schedule

Job summary

Trajan Tax is seeking detail-oriented Tax Interns to support our expanding CPA practice in Scottsdale, AZ. You will gain hands-on experience in individual and business tax preparation, year-end reporting, and general accounting tasks.

This onsite internship runs January through April with a paid rate of $25 per hour. Full-time availability is preferred, but scheduling around class commitments may be possible.

Qualifications

• Enrolled or completed bachelor's or master's degree in accounting, finance, business, or a related field.
• Proficiency in Microsoft Office Suite, especially Excel.
• Completed individual taxation class work/basic understanding of tax laws and regulations.
• Previous tax preparation or accounting experience is a plus.

Responsibilities

• Prepare individual and business tax returns (Forms 1040, 1120C, 1120S, 1065, 1041), including data entry, client follow-up, tax research, and analytical review.
• Assist with year-end filings such as 1099s, W-2/W-3 forms, personal property tax, and sales tax returns.
• Support compilation and financial statement preparation: enter checks and deposits, complete bank and credit card reconciliations, post journal entries, manage invoicing, process payments, and track accounts receivable and accounts payable.
• Maintain awareness of changes in federal and state tax laws and regulations.

Skills

Attention to detail

Client service

Tax knowledge

Flexible scheduling

Education

Bachelor's or Master's in accounting/finance/related

Tools

Microsoft Excel

Microsoft Office

Job description

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

Trajan Tax is growing, and we're looking for detail-oriented Tax Interns to support our expanding CPA practice in Scottsdale AZ. This role offers hands-on experience across individual and business tax preparation, year-end reporting, and general accounting tasks. It's a strong opportunity for someone looking to build practical skills in a professional tax environment.

This role would be onsite at our Scottsdale corporate headquarters.

The internship will run from January through the end of April. We will begin interviewing in September.

This is a paid internship ($25 per hour). Full-time availability is preferred but we are open to working around your class schedule.

Duties and responsibilities

• Prepare individual and business tax returns (Forms 1040, 1120C, 1120S, 1065, 1041), including data entry, client follow-up, tax research, and analytical review.
• Assist with year-end filings such as 1099s, W-2/W-3 forms, personal property tax, and sales tax returns.
• Support compilation and financial statement preparation: enter checks and deposits, complete bank and credit card reconciliations, post journal entries, manage invoicing, process payments, and track accounts receivable and accounts payable.
• Maintain awareness of changes in federal and state tax laws and regulations.

Qualifications

• Enrolled or completed bachelor's or master's degree in accounting, finance, business, or a related field.
• Proficiency in Microsoft Office Suite, especially Excel.
• Completed individual taxation class work/basic understanding of tax laws and regulations.
• Previous tax preparation or accounting experience is a plus.
• Strong attention to detail and commitment to client service.
• $25 per hour pay rate
• Flexible Schedule with a minimum of 20 working hours per week
• Exposure to a variety of client tax preparation
• Exposure to the wealth management industry

Come and join a team that is making a difference in their clients and employee's lives!