Tax Operations Intern: Organize & Deliver Client Docs

CliftonLarsonAllen

Livingston (NJ)

On-site

USD 34,000 - 37,000

Full time

13 days ago
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Job summary

CliftonLarsonAllen in Livingston, NJ is seeking Internal Operations Interns to support tax document processing and client intake. The role runs January 2027 through April 2027, with opportunities to learn and grow within a collaborative, inclusive culture.

Responsibilities include organizing tax documents, preparing returns, and meeting strict deadlines. Candidates pursuing a bachelor’s degree in Accounting or Finance are preferred, with MS Office proficiency and willingness to travel as needed.

Qualifications

  • Pursuing a bachelor's degree in Accounting or Finance, strongly preferred.
  • Willingness to learn new technologies and processes.
  • Proficient with MS Windows and Microsoft Office.
  • Reliable transportation and willingness to travel to client sites.

Responsibilities

  • Review and organize client incoming tax documents.
  • Assist with intake of tax information and routing prep.
  • Ensure client documents are tracked and kept current.
  • Organize, scan and process tax documents.
  • Assemble client tax returns following procedures.
  • Assist team in meeting government deadlines.
  • E-filing and other final delivery steps.
  • Prepare informational tax documents as needed.
  • Provide general operational support.

Skills

Willingness to learn
MS Windows
Travel readiness

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office

Job description

CliftonLarsonAllen in Livingston, NJ is seeking Internal Operations Interns to support tax document processing and client intake. The role runs January 2027 through April 2027, with opportunities to learn and grow within a collaborative, inclusive culture.

Responsibilities include organizing tax documents, preparing returns, and meeting strict deadlines. Candidates pursuing a bachelor’s degree in Accounting or Finance are preferred, with MS Office proficiency and willingness to travel as needed.

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