CLA is seeking an Internal Operations Intern to provide support to client serving professionals and help with internal operations tasks such as reviewing and organizing client incoming tax documents, assisting with intake of tax information, and ensuring all client documents are being tracked and kept current.
Requirements
- Proficient with Microsoft (MS) Windows and Office products.
- Willingness to learn new technologies.
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
- 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.
- Strong verbal/written communication and interpersonal skills.
- Reliable transportation.
- Strong attention to detail.
