Tax Intern

Job Title: Tax Intern

Company: Waverly Advisors, LLC

About the Role

Waverly Advisors is seeking dependable and organized Tax Season Interns to support their team during the busy tax season. This is an opportunity for a student or aspiring business or accounting professional to gain hands-on experience in a professional tax and wealth advisory environment. The intern will assist with administrative tasks, client documentation, data entry, document organization, and general office support while helping the team maintain an efficient workflow.

Key Responsibilities

• Organize, scan, copy, and electronically file tax documents and client records
• Assist with assembling and preparing tax return workpapers
• Enter and maintain client information accurately in office systems
• Maintain organized digital and physical filing systems
• Support tax professionals with administrative tasks during peak season
• Handle confidential client information with professionalism and discretion
• Perform other office and administrative duties as assigned

Requirements & Tech Stack

• Comfortable working with computers and Microsoft Office
• Ability to learn new software and office systems quickly

Qualifications

• Currently enrolled in college, preferably studying Business, Accounting, Finance, or a related field
• Strong attention to detail and organizational skills
• Strong written and verbal communication skills
• Professional, dependable, and able to maintain confidentiality
• Ability to work independently while also supporting a team

Schedule

• Seasonal / Internship
• Part-Time/Flexible
• Specific schedule and start/end dates will be discussed during the interview process.
• Expected timeframe: 1/4/2027 - 4/15/2027

Location: Centerville, OH or Cincinnati, OH