Tax Season Intern - Flexible Part-Time Support

Waverly Advisors, LLC; Dayton (OH); On-site; USD 21,000 - 30,000; Part time

Job summary

Waverly Advisors, LLC is seeking dependable and organized Tax Season Interns to support the team during the busy tax season. This part-time internship offers hands-on experience in a professional tax and wealth advisory environment for students pursuing business, accounting, or finance.

The intern will perform administrative tasks, document handling, data entry, and general office support, helping maintain efficient workflow throughout tax season.

Qualifications

• Currently enrolled in college, preferably studying Business, Accounting, Finance, or a related field.
• Strong attention to detail and organizational skills.
• Comfortable working with computers and Microsoft Office.
• Ability to learn new software and office systems quickly.
• Strong written and verbal communication skills.
• Professional, dependable, and able to maintain confidentiality.
• Ability to work independently while also supporting a team.

Responsibilities

• Organize, scan, copy, and electronically file tax documents and client records
• Assist with assembling and preparing tax return workpapers
• Enter and maintain client information accurately in office systems
• Maintain organized digital and physical filing systems
• Support tax professionals with administrative tasks during peak season
• Handle confidential client information with professionalism and discretion
• Perform other office and administrative duties as assigned

Skills

Attention to detail

Organizational skills

Microsoft Office

Learn new software

Written and verbal communication

Confidentiality

Independence with teamwork

Education

College student in Business/Accounting/Finance

Tools

Microsoft Office

Office systems

Job description

Waverly Advisors, LLC is seeking dependable and organized Tax Season Interns to support the team during the busy tax season. This part-time internship offers hands-on experience in a professional tax and wealth advisory environment for students pursuing business, accounting, or finance.

The intern will perform administrative tasks, document handling, data entry, and general office support, helping maintain efficient workflow throughout tax season.