2027 Tax Winter Internship - New York (Upstate)

About the role

As a Tax Intern you will prepare business and individual tax returns, gain exposure to a diverse client base across various industries, and collaborate with internal teams to deliver high‑quality work while developing technical skills. This is a temporary internship lasting less than six months.

Responsibilities

• Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
• Organize and review client‑provided financial information for accuracy and completeness.
• Use tax software and tools to input data, calculate liabilities, deductions, and credits.
• Conduct tax research to interpret and apply relevant laws, regulations, and guidelines.
• Analyze financial statements to identify tax‑saving opportunities and compliance issues.
• Prepare tax projections and estimates to help clients make informed decisions.
• Communicate with clients to gather information, address inquiries, and explain tax concepts clearly.
• Provide timely updates and recommendations to clients on their tax situations.
• Ensure adherence to tax regulations and deadlines; file returns accurately and on time.
• Maintain organized tax files and documentation for each engagement.
• Track changes in tax laws and assess potential impacts on clients.
• Collaborate with other tax professionals to share insights and best practices.
• Support senior team members on complex tax projects, including audits and specialized services.
• Participate in internal training sessions to enhance technical skills and stay current with industry trends.
• Supervisory responsibilities: None.

Requirements

• 0–1 year of relevant experience.
• Currently enrolled in an accredited college or university pursuing a degree in accounting, finance, or a related field.
• High School Diploma or GED.
• Cumulative GPA of 3.0 or higher (preferred).
• Actively working toward CPA or Enrolled Agent licensure or relevant certification (preferred).
• Proficiency with tax software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.

Benefits

• Collaborative and supportive work environment that values teamwork.
• Competitive compensation tailored to role, qualifications, and expertise.
• Comprehensive benefits package including group health, dental, and vision insurance, 401(k) retirement plan, and generous paid time off.

Pay

Estimated salary range: $25.00 per hour to $28.00 per hour.