Tax Professional

13 hours ago


Minneapolis, Minnesota, United States Carlson Capital Management Full time
Job Overview

Carlson Capital Management is seeking a highly motivated and detail-oriented Tax Professional to join our team as a Seasonal Intern. This internship provides a unique opportunity to gain hands-on experience in tax preparation and planning, while working collaboratively with our team of tax professionals.

Key Responsibilities

  • Prepare individual and trust tax returns under the guidance of a CCM CPA
  • Assist in the tax return process from start to finish, including processing and mailing tax organizers, logging and tracking status changes using tax software
  • Participate in tax training sessions to increase working knowledge of various tax preparation software
  • Effectively respond to tax inquiries from clients and the advisory team
  • Demonstrate flexibility by prioritizing and completing a variety of assigned tasks

Requirements

  • Enrollment as a Junior or Senior in a related major field of study
  • Major focus in accounting is strongly preferred
  • Regular travel to CCM's Bloomington, MN office is required
  • A minimum, cumulative 3.0 GPA
  • Excellent demonstrated written and verbal communication skills
  • Strong demonstrated computer skills, including proficiency in Microsoft Excel
  • Proven ability to work effectively on a team
  • Proven ability to balance multiple priorities in a fast-paced environment

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