Tax Operations Intern — Document Processing & Filing

CLA (CliftonLarsonAllen)

Tampa (FL)

On-site

USD 2,066,000 - 3,444,000

Part time

2 days ago
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Job summary

CLA (CliftonLarsonAllen) in Florida seeks an Internal Operations Intern to support tax document reviews, intake, and processing. You will help organize, scan, and track client files and assist with assembling tax returns under established procedures.

The internship runs from January 2027 to April 2027, with opportunities to learn modern tax workflows, document management, and regulatory deadlines in a collaborative environment.

Qualifications

  • Pursuing a bachelor’s degree in Accounting or Finance (strongly 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 steps.
  • Other responsibilities may include preparation of informational tax documents.
  • General operational support and other responsibilities/tasks as requested.

Skills

Attention to detail
Proactive learner
Team collaboration

Education

Pursuing bachelor’s degree in Accounting or Finance

Tools

MS Windows
MS Office
Document management software

Job description

CLA (CliftonLarsonAllen) in Florida seeks an Internal Operations Intern to support tax document reviews, intake, and processing. You will help organize, scan, and track client files and assist with assembling tax returns under established procedures.

The internship runs from January 2027 to April 2027, with opportunities to learn modern tax workflows, document management, and regulatory deadlines in a collaborative environment.

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