2027 Tax Winter Internship, Quad Cities

Key Responsibilities

• Tax Preparation
• Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
• Organize and review client-provided financial information, ensuring accuracy and completeness.
• Use tax software and tools to input data, calculate tax liabilities, deductions, and credits.
• Research and Analysis
• Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines.
• Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues.
• Assist in preparing tax projections and estimates to guide clients in making informed financial decisions.
• Client Communication
• Communicate with clients to gather necessary information and address inquiries related to tax matters.
• Assist in explaining tax concepts and implications to clients in a clear and understandable manner.
• Collaborate with internal team to provide timely updates and recommendations to clients on their tax situations.
• Compliance and Documentation
• 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.
• Assist in tracking changes in tax laws and regulations and their potential impact on clients.
• Team Collaboration
• Collaborate with other tax professionals within the firm 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 your technical skills and stay updated on industry trends.

Work Environment

• Work is conducted in a professional office environment with minimal distractions.
• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time.
• Must be able to lift to 15 pounds at a time.
• Travel may be frequent and unpredictable, depending on client’s needs.

Requirements & Tech Stack

• Currently enrolled at an accredited college/university pursuing a degree in accounting, finance, or a related field.
• High School Diploma or GED or High School equivalent certificate.
• Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.

Qualifications

• Cumulative GPA of 3.0 or higher (preferred).
• Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained (preferred).
• Responsible for completing the minimum CPE credit requirement (preferred).

This is a temporary, less than six (6) month internship position.