Tax Winter Internship

• Prepare federal, state, and local tax returns for individuals, corporations, partnerships, and other entities
• Organize and review client-provided financial information for accuracy and completeness
• Use tax software and tools to input data and calculate tax liabilities, deductions, and credits
• Conduct tax research and apply relevant tax laws, regulations, and guidelines
• Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues
• Assist with tax projections and estimates
• Communicate with clients to gather information and address tax-related inquiries
• Explain tax concepts and implications to clients
• Provide timely updates and recommendations to clients in collaboration with internal teams
• Ensure accurate and timely filing of tax returns and adherence to tax regulations and deadlines
• Maintain organized tax files and documentation
• Track changes in tax laws and regulations and assess their potential client impact
• Collaborate with tax professionals to share insights, knowledge, and best practices
• Support senior team members on complex tax projects, including audits and specialized tax services
• Participate in internal training sessions
• Work in a professional office environment
• No supervisory responsibilities

• 0-1 year of relevant experience
• Currently enrolled at an accredited college/university pursuing a degree in accounting, finance, or a related field
• High School Diploma or GED or High School equivalent certificate
• Cumulative GPA of 3.0 or higher
• Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
• Responsible for completing the minimum CPE credit requirement
• Proficiency or ability to use CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research
• Must be able to sit at a desk and work in front of a computer screen for prolonged periods
• Must be able to lift up to 15 pounds at a time
• Ability to travel frequently and unpredictably depending on client needs

Demonstrates proficiency in tax preparation and compliance, utilizing tax software to analyze financial information and provide insights on tax-saving opportunities. Strong communication skills are essential for effectively addressing client inquiries and explaining tax concepts.

• Tax Preparation
• CCH Prosystem FX
• Axcess Tax
• CPA Licensure
• Tax Research

• Tax Return Preparation
• Financial Statement Analysis
• Tax Liability Calculation
• Tax Compliance
• Tax Projections

• Client Communication
• Collaboration
• Attention to Detail

• CPA
• Enrolled Agent

• Tax Laws
• Tax Regulations
• CPE Credits
• Financial Information Accuracy

• Axcess Document
• Axcess Workstream
• Thomson Reuters Fixed Assets CS
• Checkpoint for Tax Research