Tax Operations Intern – Part-Time

CliftonLarsonAllen Wealth Advisors, LLC; Charlotte, Northern (NC, KY); Hybrid; USD 2,066,000 - 3,031,000; Part time

Benefits offered by this job

Health, dental, vision benefits

401k plan

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is offering an Internal Operations Internship at our Charlotte/Raleigh locations. This part-time role runs January 2027 through April 2027, with a preferred minimum of 20 hours per week.

Ideal candidates are pursuing a bachelor’s degree in Accounting or Finance and are eager to learn new technologies. Responsibilities include organizing tax documents, assisting with intake, preparing documents for routing, and meeting government deadlines.

Qualifications

• Working towards a bachelor’s degree – Degree in 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.
• 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

Willingness to learn

Reliable transportation

Travel to client sites

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Windows

Microsoft Office

Job description

CliftonLarsonAllen Wealth Advisors, LLC is offering an Internal Operations Internship at our Charlotte/Raleigh locations. This part-time role runs January 2027 through April 2027, with a preferred minimum of 20 hours per week.

Ideal candidates are pursuing a bachelor’s degree in Accounting or Finance and are eager to learn new technologies. Responsibilities include organizing tax documents, assisting with intake, preparing documents for routing, and meeting government deadlines.