Internal Operations Intern - Winter 2027 - Southern Wisconsin
About the role
We strive every day to exemplify our CLA values – curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one’s actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else. CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.
Our Milwaukee/Madison/Racine locations are each seeking Internal Operations Interns. The anticipated start date for this role is January 2027. The anticipated end date for this role is April 2027. This internship is preferred to be full-time, however, part-time may be offered with 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.
- Performs e-filing and other final delivery type steps.
- May include preparation of informational tax documents.
- Provides general operational support and completes other responsibilities/tasks as requested.
Minimum Requirements
- Working towards the achievement of a bachelor’s degree.
- Degree in Accounting or Finance strongly preferred.
- Willingness to learn new technologies.
- Proficient with Microsoft (MS) Windows and Office products.
- Reliable transportation and willingness to travel to client sites.