Tax Operations Intern: Organize & Deliver Client Docs

CliftonLarsonAllen Wealth Advisors, LLC; Cedar Rapids (IA); Hybrid; USD 21,000 - 28,000; Full time

Benefits offered by this job

Health & dental benefits

401(k) plan

Wellness program

Job summary

CLA Cedar Rapids and Des Moines, IA locations are seeking an Internal Operations Intern for a start in January 2027 and end in April 2027. The role supports tax document processing, intake, and filing while gaining exposure to client services and CLA operations.

Candidates should be pursuing a bachelor’s degree in Accounting or Finance and be willing to travel to client sites. Strong MS Office skills and a willingness to learn new technologies are essential, along with reliable transportation.

Qualifications

• Pursuing a bachelor’s degree in Accounting or Finance.
• Willingness to learn new technologies.
• Proficient with 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 Windows

Windows OS

Attention to detail

Willingness to travel

Education

Bachelor's degree in Accounting or Finance

Job description

CLA Cedar Rapids and Des Moines, IA locations are seeking an Internal Operations Intern for a start in January 2027 and end in April 2027. The role supports tax document processing, intake, and filing while gaining exposure to client services and CLA operations.

Candidates should be pursuing a bachelor’s degree in Accounting or Finance and be willing to travel to client sites. Strong MS Office skills and a willingness to learn new technologies are essential, along with reliable transportation.