Tax Operations Coordinator

2 weeks ago


Hudson, Wisconsin, United States CliftonLarsonAllen Full time

At CliftonLarsonAllen, we strive to create a work environment that fosters growth and development. We are seeking a detail-oriented and organized individual to join our team as an Internal Operations Intern.

The successful candidate will provide support to our client-serving professionals, ensuring seamless execution of tasks and projects. Key responsibilities include reviewing and organizing client incoming tax documents, assisting with intake of tax information, and preparing for routing.

We are committed to providing a comprehensive onboarding process, equipping our interns with the necessary skills and knowledge to excel in their roles. Our team is passionate about delivering exceptional results and making a positive impact.

As an Internal Operations Intern, you will have the opportunity to work on a variety of projects, develop your skills, and contribute to the success of our team. If you are a motivated and team-oriented individual who is eager to learn and grow, we encourage you to apply.

Key Responsibilities:

  • Review and organize client incoming tax documents
  • Assist with intake of tax information and prepare for routing
  • Ensure all client documents are being tracked and kept current
  • Organize, scan, and process tax documents
  • Assemble client tax returns following established procedures
  • Assist team in meeting strict government deadlines
  • E-filing and other final delivery type steps
  • Other responsibilities may include preparation of informational tax documents
  • General operational support and other responsibilities/tasks as requested

Requirements:

  • Working towards the achievement of a bachelor's degree in Accounting, Finance, or a related field
  • Exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable
  • Passion for doing impactful work, accountability for actions, initiative to make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness
  • Strong verbal/written communication and interpersonal skills
  • Promotes continuous improvement in approach to work
  • Strong attention to detail
  • Willingness to learn new technologies
  • Proficient with Microsoft (MS) Windows and Office products
  • Reliable transportation

We are an Equal Opportunity Employer and welcome applications from diverse candidates.

CliftonLarsonAllen offers a comprehensive benefits package, including health, dental, vision, 401(k), and more. To learn more, click here.


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