Tax Operations Intern — Client Docs & Compliance

CliftonLarsonAllen Wealth Advisors, LLC; Bloomington, Northern (IL, KY); Hybrid; USD 22,000 - 29,000; Full time

Job summary

CLA (CliftonLarsonAllen Wealth Advisors, LLC) seeks Internal Operations Interns in Bloomington, Champaign, Dixon, and Peoria, IL. The internship runs January 2027 through April 2027, offering hands-on exposure to tax document handling and client service within a wealth advisory context.

You will review client documents, assist with intake, track materials, and support e-filing and other steps under supervision. Compensation is structured with emphasis on growth and collaboration.

Qualifications

• Pursuing a bachelor’s degree in Accounting or Finance.
• Willingness to learn new technologies.
• Proficient with MS Windows and MS Office.
• 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 steps.
• Preparation of informational tax documents.
• General operational support and other responsibilities/tasks as requested.

Education

Bachelor's degree in Accounting or Finance (in progress)

Willingness to learn new technologies

Reliable transportation

Travel to client sites

Tools

Microsoft Office

Job description

CLA (CliftonLarsonAllen Wealth Advisors, LLC) seeks Internal Operations Interns in Bloomington, Champaign, Dixon, and Peoria, IL. The internship runs January 2027 through April 2027, offering hands-on exposure to tax document handling and client service within a wealth advisory context.

You will review client documents, assist with intake, track materials, and support e-filing and other steps under supervision. Compensation is structured with emphasis on growth and collaboration.