Tax Operations Intern — Organize & Deliver Client Docs

CliftonLarsonAllen Wealth Advisors, LLC; Milwaukee (WI); Hybrid; USD 25,000 - 30,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CLA is seeking Internal Operations Interns for Milwaukee, Madison, and Racine locations. The anticipated start date is January 2027 and end date is April 2027; the role is preferred full-time, with a minimum of 20 hours per week possible.

As an intern you will assist with organizing tax documents, intake, filing, and general operational support, gaining exposure to the client services and wealth advisory environment at CliftonLarsonAllen Wealth Advisors, LLC.

Qualifications

• Pursuing a bachelor's degree; accounting or finance strongly preferred.
• Willingness to learn new technologies.
• Proficient with Microsoft 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.

Skills

Microsoft Windows & Office

Willingness to learn

Reliable transportation

Travel to client sites

Education

Accounting or Finance degree

Job description

CLA is seeking Internal Operations Interns for Milwaukee, Madison, and Racine locations. The anticipated start date is January 2027 and end date is April 2027; the role is preferred full-time, with a minimum of 20 hours per week possible.

As an intern you will assist with organizing tax documents, intake, filing, and general operational support, gaining exposure to the client services and wealth advisory environment at CliftonLarsonAllen Wealth Advisors, LLC.