Tax Operations Intern: CPA Prep & Mentorship

Sorren; Houston (TX); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Paid time off

Health coverage

401(k) plan

Paid holidays

Mentorship

CPA exam support

Team events

Work-life balance

Job summary

Sorren is offering a tax internship in Houston to support the tax team with organizing client documents and data entry. You will assist in preparing tax return packages, tracking information, and maintaining accurate records within firm systems.

The role emphasizes attention to detail, strong organization, and the willingness to learn in a collaborative, client-focused environment. Flexible part-time or full-time hours available during peak deadlines.

Qualifications

• Currently pursuing a bachelor’s degree in business administration, accounting, finance, office administration, or related field
• Strong organizational and data-management skills
• Proficiency with Microsoft Office (Excel, Word, Outlook, Acrobat)
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Excellent communication and interpersonal skills
• Discretion handling confidential information
• Interest in gaining experience in tax/ accounting services

Responsibilities

• Assist with organizing, scanning, uploading, and maintaining client tax documents
• Track receipt of client information and ensure documentation is collected timely
• Prepare and assemble tax return packages and engagement files
• Enter client and tax data into firm databases with accuracy
• Monitor filing deadlines and extension requests to support workflow
• Support electronic filing processes and document authorizations
• Assist with general administrative tasks for tax engagements
• Communicate clearly with team about missing information and workflow updates
• Maintain confidentiality of client information
• Participate in learning opportunities and training sessions
• Support leadership with various tasks and meet individual performance targets

Skills

Organizational skills

Communication skills

Attention to detail

Multi-tasking

Education

Bachelor's degree in business/ accounting/ finance/ office administration

Tools

Microsoft Office

Excel

Word

Outlook

Adobe Acrobat

Job description

Sorren is offering a tax internship in Houston to support the tax team with organizing client documents and data entry. You will assist in preparing tax return packages, tracking information, and maintaining accurate records within firm systems.

The role emphasizes attention to detail, strong organization, and the willingness to learn in a collaborative, client-focused environment. Flexible part-time or full-time hours available during peak deadlines.