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 deliverables and develop technical skills for professional growth.

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 in making informed financial decisions
• Gather information and address client inquiries related to tax matters
• Explain tax concepts and implications to clients in a clear and understandable manner
• Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely
• Maintain organized and comprehensive tax files and documentation for each client engagement
• Track changes in tax laws and regulations and assess their potential impact on clients
• Collaborate with other tax professionals to share insights, knowledge, and best practices
• Support senior team members in complex tax projects, including audits and specialized tax services
• Participate in internal training sessions to enhance technical skills and stay updated on 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
• Actively working toward CPA or Enrolled Agent licensure or relevant certification
• Responsible for completing minimum CPE credit requirements
• Proficiency with CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research

Work environment

Work is conducted in a professional office environment with minimal distractions.

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen
• Ability to lift up to 15 pounds at a time

Travel

Travel may be frequent and unpredictable depending on client needs.

Duration

This is a temporary internship position of less than six months.

Compensation

For positions in New York, the estimated salary range is $25.00 to $28.00 per hour.

Benefits

• Group health, dental, and vision insurance
• 401(k) retirement plan
• Generous paid time off allowances