Tax Operations Intern — Organized & Deadline-Driven

CliftonLarsonAllen Wealth Advisors, LLC; Fort Myers, Northern (FL, KY); Hybrid; USD 21,000 - 28,000; Part time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CLA Fort Myers is seeking an Internal Operations Intern to assist with client tax document processing and workflow management. The role involves reviewing and organizing tax documents, assisting with intake, and ensuring all materials are tracked and current.

The internship runs from January 2027 to April 2027, offering exposure to e-filing, document processing, and entry-level operations in a wealth advisory environment.

Qualifications

• Bachelor’s degree in Accounting or Finance 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 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 steps.
• Other responsibilities may include preparation of informational tax documents.
• General operational support and other tasks as requested.

Skills

MS Office

Willingness to learn

Transportation to client sites

Education

Bachelor's degree in Accounting or Finance

Job description

CLA Fort Myers is seeking an Internal Operations Intern to assist with client tax document processing and workflow management. The role involves reviewing and organizing tax documents, assisting with intake, and ensuring all materials are tracked and current.

The internship runs from January 2027 to April 2027, offering exposure to e-filing, document processing, and entry-level operations in a wealth advisory environment.