Tax Intern

Tax Season Intern

• Location: Centerville, OH
• Employment Type: Seasonal / Internship
• Schedule: Part-Time/Flexible, 1/4/2027 - 4/15/2027

About the Position

We are seeking dependable and organized Tax Season Interns to support our team during the busy tax season. This is an excellent opportunity for a student or aspiring business or accounting professional to gain hands-on experience in a professional tax and wealth advisory environment.

The intern will assist with administrative tasks, client documentation, data entry, document organization, and general office support while helping our team maintain an efficient workflow throughout tax season.

Responsibilities

Organize, scan, copy, and electronically file tax documents and client records

Assist with assembling and preparing tax return workpapers

Enter and maintain client information accurately in office systems

Maintain organized digital and physical filing systems

Support tax professionals with administrative tasks during peak season

Handle confidential client information with professionalism and discretion

Perform other office and administrative duties as assigned

Qualifications

Currently enrolled in college, preferably studying Business, Accounting, Finance, or a related field

Strong attention to detail and organizational skills

Comfortable working with computers and Microsoft Office

Ability to learn new software and office systems quickly

Strong written and verbal communication skills

Professional, dependable, and able to maintain confidentiality

Ability to work independently while also supporting a team

What You'll Gain

Practical exposure to the tax preparation process

Experience working in a professional tax and wealth advisory environment

Opportunities to develop administrative, organizational, and client-service skills

Exposure to tax software and office procedures

Valuable experience for students pursuing careers in business, accounting, or finance

Schedule

This is a seasonal position designed to provide additional administrative support during tax season . Specific schedule and start/end dates will be discussed during the interview process.