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 multiple industries. You will collaborate with internal teams to deliver high-quality client work and develop technical and professional skills.

Responsibilities

• Prepare 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
• Input data, calculate tax liabilities, deductions, and credits using tax software and tools
• Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines
• Analyze financial statements and records to identify tax-saving opportunities and compliance issues
• Prepare tax projections and estimates to guide clients’ financial decisions
• Communicate with clients to gather information and address tax-related inquiries
• Explain tax concepts and implications to clients clearly and understandably
• Ensure adherence to tax regulations and deadlines; file returns accurately and timely
• Maintain organized and comprehensive tax files and documentation
• Track changes in tax laws and regulations and assess their impact on clients
• Collaborate with tax professionals to share insights and best practices
• Support senior team members on complex projects, including audits and specialized tax services
• Participate in internal training to enhance technical skills and stay current with industry trends

Requirements

• 0–1 year of relevant experience
• Currently enrolled at an accredited college or university pursuing a degree in accounting, finance, or a related field
• High school diploma or GED

Preferred Qualifications

• Cumulative GPA of 3.0 or higher
• Working toward CPA, Enrolled Agent licensure, or relevant certification
• Experience with CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research

Duration

Temporary internship position of less than six months.