Tax Internship

About the Company

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model—combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We bring critical components of a client's financial life together under one fiduciary standard: the Family Office.

About the Role

Trajan Tax is growing, and we're looking for detail-oriented Tax Interns to support our expanding CPA practice in Scottsdale, AZ. This role offers hands-on experience across individual and business tax preparation, year-end reporting, and general accounting tasks. It's a strong opportunity for someone looking to build practical skills in a professional tax environment. The internship is onsite at our Scottsdale corporate headquarters and will run from January through the end of April. We will begin interviewing in September.

Responsibilities

• Prepare individual and business tax returns (Forms 1040, 1120C, 1120S, 1065, 1041), including data entry, client follow-up, tax research, and analytical review.
• Assist with year-end filings such as 1099s, W-2/W-3 forms, personal property tax, and sales tax returns.
• Support compilation and financial statement preparation: enter checks and deposits, complete bank and credit card reconciliations, post journal entries, manage invoicing, process payments, and track accounts receivable and accounts payable.
• Maintain awareness of changes in federal and state tax laws and regulations.

Requirements

• Enrolled in or completed a bachelor's or master's degree in accounting, finance, business, or a related field.
• Proficiency in Microsoft Office Suite, especially Excel.
• Completed individual taxation class work or have a basic understanding of tax laws and regulations.
• CPA Eligible preferred.
• Previous tax preparation or accounting experience is a plus.
• Strong attention to detail and commitment to client service.

Benefits

• $25 per hour pay rate.
• Flexible schedule with a minimum of 20 working hours per week.
• Future career growth opportunities.
• Exposure to a variety of client tax preparations.
• Exposure to the wealth management industry.