2027 Tax Winter Internship - New York (Upstate)

About the role

As a Tax Intern you will prepare business and individual tax returns while gaining exposure to a diverse client base across various industries. You will collaborate with internal teams and leaders to deliver high‑quality work to clients and develop technical skills for professional growth.

Responsibilities

• Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
• Organize and review client‑provided financial information to ensure 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 and documentation to identify tax‑saving opportunities and compliance issues.
• Prepare tax projections and estimates to help clients make informed financial decisions.
• Communicate with clients to gather information and address tax‑related inquiries.
• Explain tax concepts and implications to clients in clear, understandable terms.
• Collaborate with internal teams to provide timely updates and recommendations on client tax situations.
• Ensure adherence to tax regulations and deadlines; file returns accurately and on time.
• Maintain organized, comprehensive tax files and documentation for each engagement.
• Track changes in tax laws and assess potential impacts on clients.
• Share insights and best practices with other tax professionals within the firm.
• 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/university pursuing a degree in accounting, finance, or a related field.
• High School Diploma, GED, or equivalent.
• Ability to sit for prolonged periods and lift up to 15 pounds.
• Travel may be frequent and unpredictable, depending on client needs.

Preferred Qualifications

• Cumulative GPA of 3.0 or higher.
• Actively working toward CPA, Enrolled Agent licensure, or relevant certification.
• Commitment to completing the minimum CPE credit requirement.

Skills & 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.
• Competitive compensation tailored to role, qualifications, and expertise.
• Comprehensive benefits package including group health, dental, and vision insurance.
• 401(k) retirement plan.
• Generous paid time off (PTO) allowances.

Pay

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