Tax Operations Intern: Master Client Docs & Filings

CliftonLarsonAllen Wealth Advisors, LLC; O'Fallon (IL); On-site; USD 22,000 - 32,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

401k

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in O'Fallon, IL is seeking an Internal Operations Intern for January 2027 to April 2027. The role focuses on reviewing and organizing client tax documents, assisting with intake, and ensuring documents are tracked and current.

You will support tax document processing and e-filing, while helping meet government deadlines. The position requires progress toward a bachelor’s degree in Accounting or Finance, proficiency with MS Office, and willingness to travel

Qualifications

• Working towards the achievement of 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

MS Office

Willingness to learn

Reliable transportation

Travel to client sites

Education

Bachelor's degree in Accounting or Finance in progress

Job description

CliftonLarsonAllen Wealth Advisors, LLC in O'Fallon, IL is seeking an Internal Operations Intern for January 2027 to April 2027. The role focuses on reviewing and organizing client tax documents, assisting with intake, and ensuring documents are tracked and current.

You will support tax document processing and e-filing, while helping meet government deadlines. The position requires progress toward a bachelor’s degree in Accounting or Finance, proficiency with MS Office, and willingness to travel