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Tax Intern
Atherton & AssociatesIntern assisting with tax return preparation at Atherton & Associates, a professional CPA firm in California. Engaging in administrative tasks and client onboarding in a learning-focused environment.
About the role
Key responsibilities & impact- Administrative and clerical tasks related to tax return preparation, including but not limited to the following:
- Support the onboarding of new clients by coordinating system setup across internal platforms.
- Curate and organize client documentation to facilitate efficient and accurate tax preparation.
- Contribute to the management and flow of client information throughout the Firm.
- Assist with the development of comprehensive client tax support files.
- Support the preparation of selected client tax forms in alignment with Firm standards.
- Support the offboarding of departing clients.
Requirements
What you’ll need- Currently seeking B.A./B.S. degree in business administration, accounting concentration.
- Majors in Economics, Finance, and Math are welcome to apply as well.
- Be in good academic standing, making satisfactory progress towards degree.
- Junior status and seniors in final years accepted.
- Full-time or part-time according to school schedule.
- Positive “can-do” attitude, passionate about learning.
- High attention to detail.
Benefits
Comp & perks- California Paid Sick Leave
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Tax PreparationClient OnboardingClient OffboardingDocumentation OrganizationInformation Management
Soft Skills
Positive AttitudePassionate About Learning