Tax Operations Intern - Learn, Organize & Deliver Tax Docs

CliftonLarsonAllen Wealth Advisors, LLC; Northern (KY); Hybrid; USD 29,000 - 36,000; Part time

Benefits offered by this job

Health

Dental

Vision

401k

Job summary

CliftonLarsonAllen Wealth Advisors, LLC (CLA) in Washington seeks an Internal Operations Intern starting January 2027 through April 2027. This role supports tax document handling, intake, and organization to ensure timely processing and compliance.

You’ll gain exposure to tax workflows and client service within a national wealth advisory practice. The internship requires pursuing a degree in Accounting or Finance, plus a willingness to learn new technologies and travel to client sites as needed.

Qualifications

• Pursuing a BA/BS in Accounting or Finance; degree strongly preferred.
• Willingness to learn new technologies.
• Proficient with MS Windows and MS Office.
• Reliable transportation and ability 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 tracked and kept current.
• Organizes, scans and processes tax documents.
• Assembles client tax returns following established procedures.
• Assists team in meeting government deadlines.
• E-filing and other final delivery steps.
• Other responsibilities may include preparation of informational tax documents.
• General operational support and other tasks as requested.

Skills

Willingness to learn

Reliable transportation

Willingness to travel

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office

Job description

CliftonLarsonAllen Wealth Advisors, LLC (CLA) in Washington seeks an Internal Operations Intern starting January 2027 through April 2027. This role supports tax document handling, intake, and organization to ensure timely processing and compliance.

You’ll gain exposure to tax workflows and client service within a national wealth advisory practice. The internship requires pursuing a degree in Accounting or Finance, plus a willingness to learn new technologies and travel to client sites as needed.