Tax Operations Intern - Winter 2027 (Part-Time)

CliftonLarsonAllen Wealth Advisors, LLC; Arlington (VA); On-site; USD 29,000 - 37,000; Part time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Arlington, VA is seeking an Internal Operations Intern for Winter 2027. The role supports tax document intake, processing, and client file organization, with exposure to tax preparation workflows and strict deadlines.

Flexible, part-time internship designed for students pursuing accounting or finance degrees. Candidates should be pursuing a bachelor’s degree, with strong MS Office skills and a willingness to travel to client sites.

Qualifications

• Pursuing 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 tracked and 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.
• General operational support and other responsibilities as requested.

Skills

Microsoft Office

Education

Bachelor's degree in Accounting or Finance

Job description

CliftonLarsonAllen Wealth Advisors, LLC in Arlington, VA is seeking an Internal Operations Intern for Winter 2027. The role supports tax document intake, processing, and client file organization, with exposure to tax preparation workflows and strict deadlines.

Flexible, part-time internship designed for students pursuing accounting or finance degrees. Candidates should be pursuing a bachelor’s degree, with strong MS Office skills and a willingness to travel to client sites.