Role description
From the employerTax Season Intern
- Location: Centerville, OH
Employment Type: Seasonal / Internship
Schedule: Part-Time/Flexible
About the Position
We are seeking dependable and organized Tax Season Interns to support our team during the busy tax season. This is an excellent opportunity for a student or aspiring business or accounting professional to gain hands-on experience in a professional tax and wealth advisory environment.
The intern will assist with administrative tasks, client documentation, data entry, document organization, and general office support while helping our team maintain an efficient workflow throughout tax season.
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
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
What You'll Gain
Practical exposure to the tax preparation process
Experience working in a professional tax and wealth advisory environment
Opportunities to develop administrative, organizational, and client-service skills
Exposure to tax software and office procedures
Valuable experience for students pursuing careers in business, accounting, or finance
Schedule
This is a seasonal position designed to provide additional administrative support during tax season. Specific schedule and start/end dates will be discussed during the interview process.