Tax Intern

• Assist in the preparation of individual and business tax returns under supervision.

• Organize and review financial documents for accuracy and completeness.

• Conduct basic tax research on federal, state, and local regulations.

• Support the preparation of financial statements, balance sheets, and income statements.

• Enter and reconcile transactions in accounting software.

• Maintain and update client records in both digital and physical formats.

• Ensure confidentiality of sensitive financial and personal information.

• Prepare supporting schedules and documentation for client files.

• Provide clerical support such as scanning, filing, and data entry.

• Assist accountants and tax preparers with daily tasks and projects.

• Attend staff meetings and contribute to workflow improvements.

• Shadow experienced tax preparers and accountants to learn best practices.

• Gain exposure to IRS regulations, GAAP, and firm-specific procedures.

• Participate in training sessions on tax software and accounting tools.

Required Skills/Abilities:

• Excellent verbal and written communication skills. 

• Excellent organizational skills and attention to detail.

• Excellent time management skills with a proven ability to meet deadlines.

• Intermediate computer skills with the ability to learn/utilize several industry specific software required to perform job responsibilities.

• Proficient with Microsoft Office Suite.

Education and Experience:

• Pursuing a bachelor’s degree in accounting, Finance, or related field.

• Junior (rising senior) or Senior year student with a strong academic standing.

• 0-2 years of experience in tax administration work or equivalent preferred.

Physical Requirements: 

• Prolonged periods sitting at a desk and working on a computer.

• This is an in-office position.

This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the team member. They may change, or new ones may be assigned at any time with or without notice.

DBHW Wealth Partners is an Equal Opportunity Employer.