Tax Operations Intern — Winter 2027 (Carmel)

CliftonLarsonAllen Wealth Advisors, LLC; California (MO); Híbrido; USD 32.000 - 37.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Health benefits

Wellness program

401k

Descripción de la vacante

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Internal Operations Intern for Winter 2027 in Carmel, CA. The role starts January 2027 and ends April 2027, with a part-time schedule and a focus on supporting tax document handling and operational tasks.

You will review client documents, assist with tax information intake, and help ensure timely, accurate processing in a collaborative team environment. Eligibility includes pursuing a bachelor’s in Accounting or Finance and readiness to

Formación

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

Responsabilidades

• 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 type steps.
• Other responsibilities may include preparation of informational tax documents.
• General operational support and other tasks as requested.

Conocimientos

Microsoft Windows

Microsoft Office

Educación

Bachelor's degree in Accounting or Finance

Descripción del empleo

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Internal Operations Intern for Winter 2027 in Carmel, CA. The role starts January 2027 and ends April 2027, with a part-time schedule and a focus on supporting tax document handling and operational tasks.

You will review client documents, assist with tax information intake, and help ensure timely, accurate processing in a collaborative team environment. Eligibility includes pursuing a bachelor’s in Accounting or Finance and readiness to