Internal Operations Intern - Winter 2027 - Southern Wisconsin

About the role

CLA values curiosity, collaboration, transparency, inclusivity, and reliability. The Milwaukee, Madison, and Racine offices are seeking Internal Operations Interns. The internship runs from January 2027 to April 2027, with a preferred full‑time schedule; part‑time options require a minimum of 20 hours per week.

Responsibilities

• Reviews and organizes client incoming tax documents.
• Assists with intake of tax information and prepares for routing.
• Ensures all client documents are being tracked and kept current.
• Organizes, scans and processes tax documents.
• Assembles client tax returns following established procedures.
• Assists team in meeting strict government deadlines.
• Handles e‑filing and other final delivery steps.
• May prepare informational tax documents.
• Provides general operational support and performs other tasks as requested.

Requirements

• Working toward a bachelor’s degree; Accounting or Finance strongly preferred.
• Willingness to learn new technologies.
• Proficient with Microsoft Windows and Office products.
• Reliable transportation and willingness to travel to client sites.

Benefits

• Health, dental, and vision insurance.
• 401(k) plan.
• Additional wellness programs supporting physical, financial, social, and emotional well‑being.