Assist the tax team in preparing individual and business tax returns by gathering financial data, organizing documents, and ensuring compliance with tax regulations
Learn bookkeeping basics including data entry, reconciliations, and how financial data integrates into tax preparation
Communicate with clients to collect necessary tax documents, clarify financial information, and provide updates on tax preparation progress
Organize and maintain tax records, ensuring accuracy and compliance with company policies and tax regulations
Participate in training sessions, shadow tax professionals, and apply accounting and tax knowledge to real-world scenarios
Support compliance and documentation for tax filings and internal processes
Work up to 20 hours/week from the first week of January 2026 through May 1, assisting the regional tax team
Requirements
Minimum currently enrolled in college at Junior or Senior level
No experience required but some bookkeeping, tax preparation experience preferred
Attention to Detail – Ability to accurately process financial data, review tax documents, and identify discrepancies
Basic Accounting Knowledge – Understanding of fundamental accounting principles, bookkeeping, and financial statements
Tax Awareness – Willingness to learn basic tax concepts, compliance requirements, and tax return preparation
Analytical Thinking – Ability to assess financial data, recognize patterns, and apply problem-solving skills in tax and bookkeeping tasks
Communication Skills – Strong verbal and written communication to interact with clients and team members professionally
Confidentiality & Ethics – Understanding the importance of handling sensitive financial information with discretion and integrity
Adaptability & Willingness to Learn – Eagerness to develop new skills in a fast-paced tax environment and apply feedback effectively
Time Management – Ability to prioritize tasks, meet deadlines, and manage workload during peak tax seasons
Technology Proficiency – Familiarity with accounting software, spreadsheets, and data entry tools, or willingness to learn
Customer Service Orientation – A client-focused mindset to assist with tax preparation needs and provide clear, professional support
Must be able to work up to 20 hours/week during the internship period
Applicants asked to confirm legal authorization to work in the US (application form)