Tax Season Intern
Position Overview
As a Tax Season Intern at VTA Advisors, you will gain hands-on experience in accounting and tax compliance during the busiest time of the year. You will work closely with experienced CPAs and staff to support the preparation and review of individual, partnership, corporate, and trust tax returns. This internship is designed to provide exposure to a wide range of tax issues, client service, and the practical application of accounting and tax principles.
Key Responsibilities
- Tax Return Preparation: Assist in the preparation of federal, state, and local income tax returns for individuals, corporations, partnerships, and trusts, under the supervision of senior staff.
- Data Entry and Organization: Collect, organize, and input client tax data into tax preparation software, ensuring accuracy and completeness.
- Document Management: Scan, file, and maintain client documents in accordance with firm and IRS recordkeeping requirements
- Client Communication: Communicate with clients to request missing information, clarify data, and provide status updates, always maintaining confidentiality.
- Research: Perform basic tax research using firm resources and guidance from senior staff to resolve questions related to tax law, filing requirements, and client situations.
- Compliance Support: Assist with the preparation of supporting schedules, workpapers, and reconciliations to substantiate tax return positions.
- Administrative Tasks: Support the tax team with administrative duties such as assembling tax returns, mailing client documents, and tracking deliverables.
- Team Collaboration: Participate in team meetings, training sessions, and firm events to enhance your understanding of tax practice and client service.