Tax Operations Intern — Start Jan 2027 (Carmel)

CLA (CliftonLarsonAllen); Carmel-by-the-Sea (CA); On-site; USD 32,000 - 37,000; Full time

Benefits offered by this job

Health benefits

401k

Wellness program

Job summary

CLA Carmel, CA is seeking an Internal Operations Intern to support client tax document handling and workflow management. The role involves organizing tax files, assisting with information intake, and ensuring timely delivery and e-filing while supporting the team to meet government deadlines.

Ideal candidates are pursuing a bachelor’s degree in Accounting or Finance, comfortable with MS Office, and willing to travel to client sites. Start date January 2027 with an anticipated end date April 2027.

Qualifications

• Pursuing a bachelor’s 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 kept current.
• Organizes, scans and processes tax documents.
• Assembles client tax returns following established procedures.
• Assists team in meeting government deadlines.
• E-filing and other final delivery steps.
• May assist with preparation of informational tax documents.
• Provides general operational support as requested.

Skills

Accounting/Finance degree in progress

MS Office proficiency

Willingness to travel

Education

Bachelor's degree in Accounting or Finance (strongly preferred)

Tools

MS Office

Job description

CLA Carmel, CA is seeking an Internal Operations Intern to support client tax document handling and workflow management. The role involves organizing tax files, assisting with information intake, and ensuring timely delivery and e-filing while supporting the team to meet government deadlines.

Ideal candidates are pursuing a bachelor’s degree in Accounting or Finance, comfortable with MS Office, and willing to travel to client sites. Start date January 2027 with an anticipated end date April 2027.