SISummer Intern

Waverlyadvisorsllc

Tax Intern

Dayton, United States

About the role

<p><strong>Tax Season Intern</strong></p> <p><strong>Location:</strong> Centerville, OH or Cincinnati, OH<br><strong>Employment Type:</strong> Seasonal / Internship<br><strong>Schedule:</strong> Part-Time/Flexible, 1/4/2027 - 4/15/2027<br><br></p> <p><strong>About the Position</strong></p> <p>We are seeking dependable and organized <strong>Tax Season Interns</strong> 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.</p> <p>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.</p> <p><strong>Responsibilities</strong></p> <ul> <li>Organize, scan, copy, and electronically file tax documents and client records</li> <li>Assist with assembling and preparing tax return workpapers</li> <li>Enter and maintain client information accurately in office systems</li> <li>Maintain organized digital and physical filing systems</li> <li>Support tax professionals with administrative tasks during peak season</li> <li>Handle confidential client information with professionalism and discretion</li> <li>Perform other office and administrative duties as assigned</li> </ul> <p><strong>Qualifications</strong></p> <ul> <li>Currently enrolled in college, preferably studying Business, Accounting, Finance, or a related field</li> <li>Strong attention to detail and organizational skills</li> <li>Comfortable working with computers and Microsoft Office</li> <li>Ability to learn new software and office systems quickly</li> <li>Strong written and verbal communication skills</li> <li>Professional, dependable, and able to maintain confidentiality</li> <li>Ability to work independently while also supporting a team</li> </ul> <p><strong>What You'll Gain</strong></p> <ul> <li>Practical exposure to the tax preparation process</li> <li>Experience working in a professional tax and wealth advisory environment</li> <li>Opportunities to develop administrative, organizational, and client-service skills</li> <li>Exposure to tax software and office procedures</li> <li>Valuable experience for students pursuing careers in business, accounting, or finance</li> </ul> <p><strong>Schedule</strong></p> <p>This is a <strong>seasonal position designed to provide additional administrative support during tax season</strong>. Specific schedule and start/end dates will be discussed during the interview process.</p>

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