Tax Internship - Mequon Office

Jimmy Jazz; Mequon (WI); On-site; USD 28,000 - 30,000; Part time

Job summary

Lucida is offering a Tax Team internship in Mequon, WI. This role begins in January and continues through April 15th. Ideal candidates are juniors or seniors pursuing an Accounting degree, eager to gain hands-on experience in tax preparation, planning, and client-facing interactions.

You will work under seasoned professionals, use accounting software, and develop practical skills in a real-world environment while exploring potential full-time opportunities.

Qualifications

• Enrollment in an undergraduate or graduate Accounting/Finance program.
• Basic knowledge of accounting principles and financial concepts.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint).
• Strong analytical and problem-solving skills.

Responsibilities

• Assist with tax return preparation and data organization.
• Collaborate with tax team and participate in client interactions.
• Contribute to tax planning discussions and project documentation.
• Gain hands-on experience using accounting software.

Skills

Microsoft Excel

Analytical thinking

Communication

Teamwork

Education

Accounting/Finance student

Tools

Accounting software

Job description

• Location 10335 N. Port Washington Rd,Mequon, WI, 53092,United States
• Base Pay $20.00 - $22.00 / Hour
• Employee Type Seasonal, Non-Exempt

Contact information

• Name Samantha Loehe
• Email [e-mail]

Description

At Lucida, we're more than just a full-service accounting firm; we're a community of over 90 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts, we specialize in supporting closely held companies in diverse sectors including real estate, construction, manufacturing, professional services and more.

Our mission is to create tailored financial opportunities for our clients and team members, offering a collaborative environment that fosters innovative strategies and operational excellence.

Our Interns are integral members of our esteemed accounting firm, gaining valuable hands‑on experience and exposure to the world of professional accounting. This internship opportunity is designed to provide you with a comprehensive understanding of the accounting industry, allowing you to apply your academic knowledge in a practical setting while working alongside experienced professionals.

The Tax Team internship begins in January and continues through April 15th.

Ideal candidates are Juniors or Seniors pursuing an Accounting degree.

Key Responsibilities:

• Execute tasks related to tax return preparation, such as organizing financial data, performing calculations, and ensuring accuracy in compliance with tax regulations.
• Actively engage with the tax team, fostering a collaborative environment.
• Collaborate with the tax team in client interactions, addressing client needs and expectations.
• Actively participate in the conceptualization and execution of tax planning initiatives for clients.
• Contribute to the documentation process, ensuring transparency and clarity in project-related information.
• Gain practical experience in preparing tax returns, working under the guidance of experienced professionals.
• Gain proficiency in using accounting software and other relevant tools to streamline processes and enhance efficiency.

Qualifications:

• Enrollment in a relevant undergraduate or graduate program (e.g., Accounting, Finance, Business Administration, etc.).
• Basic knowledge of accounting principles and financial concepts.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Strong analytical and problem‑solving skills.
• Excellent attention to detail and organizational abilities.
• Effective communication skills, both written and verbal.
• Ability to work independently and collaboratively in a team environment.
• Adaptability and willingness to learn in a fast-paced professional setting.
• Hands‑on experience in a real-world accounting environment.
• Exposure to diverse clients and industries.
• Networking opportunities with professionals and potential future employers.
• Mentorship and guidance from experienced accountants.
• Potential for future full-time employment based on performance and company openings.