Tax Operations Intern – Learn, Organize & Meet Deadlines

CliftonLarsonAllen Wealth Advisors, LLC; Salinas (CA); On-site; USD 32,000 - 37,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Salinas, CA is seeking an Internal Operations Intern to support client tax document workflows and help the team meet deadlines.

The role starts January 2027 and ends April 2027. You are pursuing a bachelor’s degree in Accounting or Finance, with proficiency in MS Windows and Office. Some travel to client sites may be required; compensation is $23–$27 per hour in California.

Qualifications

• Working towards a bachelor’s degree – Degree in Accounting or Finance strongly preferred.
• Willingness to learn new technologies.
• Proficient with Microsoft (MS) 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 type steps.
• Other responsibilities may include preparation of informational tax documents.
• General operational support and other responsibilities/tasks as requested.

Skills

Accounting knowledge

Learning aptitude

MS Office proficiency

Travel readiness

Education

Bachelor’s degree in Accounting or Finance (pursuing)

Tools

MS Windows

MS Office

Job description

CliftonLarsonAllen Wealth Advisors, LLC in Salinas, CA is seeking an Internal Operations Intern to support client tax document workflows and help the team meet deadlines.

The role starts January 2027 and ends April 2027. You are pursuing a bachelor’s degree in Accounting or Finance, with proficiency in MS Windows and Office. Some travel to client sites may be required; compensation is $23–$27 per hour in California.