Intern

1 month ago

Louisville, United States Summit Strategic Advisors PLLC Full time
Job DescriptionJob DescriptionPosition Summary

The Intern assists in the preparation of individual and business tax returns by learning and practicing basic tax preparation skills; computing, recording, and proofreading data; and compiling, sorting, and filing documents. This position is responsible for learning firm workflow procedures and all firm software. The Intern assists staff accountants and managers as needed.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

  • Learns and demonstrates the firm’s core values.
  • Obtains knowledge of basic accounting and/or tax principles and procedures.
  • Learns and applies the firm method for work paper documentation.
  • Develops logical and orderly documentation of work performed and alerts the team promptly of progress and difficulties.
  • Other duties as assigned.

Standards of Performance

  • Demonstrates a positive attitude toward Summit CPA goals.
  • Works to build strong relationship skills.
  • Demonstrates teamwork on client engagements and through participation in firm activities.
  • Possesses a strong work ethic and is self-accountable.
  • Writes with clarity and correct grammar.
  • Demonstrates maturity, professionalism, self-confidence, and takes responsibility for actions.
  • Demonstrates integrity, including a strong commitment to professional and ethical standards of our profession.
  • Demonstrates enthusiasm, passion, and pride in the work they perform to create long term value.
  • Detail-oriented and organized.
  • Able to work on multiple projects with multiple people.

Knowledge, Skills, and Abilities
  • High School Diploma (or GED or High School Equivalence Certificate)
  • Enrollment in an accounting program at an accredited college/university
  • Junior or senior working toward a degree in accounting preferred
  • Minimum 3.0 GPA
  • Completed intermediate accounting and basic tax courses preferred
  • Proficiency in Microsoft Office including, but not limited to, Word, PowerPoint, Excel, and Outlook

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

To perform this job successfully, the employee is frequently required to communicate with others; listen; remain in a stationary position, often sitting or standing for prolonged periods of time; walk; use hands to grasp, handle or feel; and reach with hands and arms.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position operates exclusively in an indoor office environment with controlled temperatures. Commonly used equipment and tools include telephone, computer, and other office equipment such as copiers, fax machines, as needed.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise.

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