Tax Operations Intern: Organize Documents & File Returns

CliftonLarsonAllen Wealth Advisors, LLC; Quincy (MA); Hybrid; USD 32,000 - 37,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Massachusetts seeks an Internal Operations Intern for January 2027 through April 2027. You will support tax document intake, organization, and processing, and help ensure deadlines are met.

Ideal candidates are pursuing a bachelor’s degree in Accounting or Finance, eager to learn new technologies, proficient with MS Office, and able to travel to client sites. Compensation ranges from $23 to $27 per hour.

Qualifications

• Pursuing a bachelor’s degree in Accounting or Finance.
• Willingness to learn new technologies.
• Proficient with Microsoft Windows and Office products.
• Reliable transportation and willingness to travel to client sites.

Responsibilities

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

Skills

MS Office

Windows

Travel readiness

Learning mindset

Education

Bachelor’s degree in Accounting or Finance

Job description

CliftonLarsonAllen Wealth Advisors, LLC in Massachusetts seeks an Internal Operations Intern for January 2027 through April 2027. You will support tax document intake, organization, and processing, and help ensure deadlines are met.

Ideal candidates are pursuing a bachelor’s degree in Accounting or Finance, eager to learn new technologies, proficient with MS Office, and able to travel to client sites. Compensation ranges from $23 to $27 per hour.