Tax Intern
The Company
Parkwood LLC is a private financial services company based in Cleveland, Ohio. Employing about 60 people, Parkwood and its wholly-owned subsidiary, the Parkwood Trust Company, serve the interest of the Jack, Joseph and Morton Mandel families, their associated trusts, partnerships, foundation and other entities. Parkwood and the Parkwood Trust Company offer a full array of trust company services including investment management, trust administration, charitable planning, multi-generational tax and estate planning, accounting, tax return preparation, assistance with legal matters and other professional services.
The Position
The role of the Tax Intern is to assist in the preparation of various federal and state tax filings for partnerships, trusts, individuals and tax exempt entities. Organizes the files of information used by the Tax Department.
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Responsibilities
- Prepares various tax forms related to partnerships, corporations, trusts, individuals).
- Processes returns, checks and envelopes for mailing to tax authorities.
- Tracks tax refunds received and investigates differences to amount requested.
- Assist with quarterly tax projections and estimated tax payments.
- Prints all related tax department checks for returns, notices and estimated payments.
- Collaborates with tax analysts and tax managers to evaluate pertinent tax issues.
- Assists tax team members with larger tax compliance and reporting projects.
- Maintains and organizes all tax records.
Required Experience
- Working toward obtaining a Bachelor’s degree in Accounting
- Individual tax experience/coursework preferred
- Proficiency in Excel and Windows Operating Systems