Tax Intern

INTERNSHIP PURPOSE: 

To develop an understanding of individual income tax law and its practical application.

 INTERN RESPONSIBILITIES: 

·        Assemble tax returns in accordance with tax assembly checklist

·        Review, organize, sort and scan individual income tax return source documents

·        Review financial records such as prior tax return forms and source documents needed to prepare an accurate tax return

·        Interview clients to obtain additional information needed to prepare a complete and accurate return

·        Prepare federal, state and local individual income tax returns

·        Research simple to moderate individual income tax issues using tax research software and IRS guidance to determine proper tax treatment

·        Perform other tax related duties as needed

EDUCATIONAL REQUIREMENTS: 

·        Enrollment in a bachelor’s degree program

·        Completion of at least two years of undergraduate studies

·        Preferred major: accounting

·        Preferred GPA of 3.0 or higher

EXPERIENCE AND SKILLS DESIRED:

·        Excellent verbal and written communication skills

·        Proficient with Excel, Word and Adobe – tax software a plus

·        Completion of Federal Taxation I or related individual income tax preparation experience preferred

·        Ability to balance team and individual responsibilities

·        Ability to prioritize workload to ensure commitments and deadlines are met

Professional demeanor

SCHEDULE: 

Commitment of 40-50 hours per week.