Tax Intern

The role

The intern will assist with administrative tasks, client documentation, data entry, document organization, and general office support. This role supports the team during the busy tax season in a professional tax and wealth advisory environment.

What you will do

• 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

Required qualifications

• Currently enrolled in college
• Strong attention to detail and organizational skills
• Comfortable working with computers and Microsoft Office
• Ability to learn new software and office systems quickly
• Strong written and verbal communication skills
• Professional, dependable, and able to maintain confidentiality
• Ability to work independently while also supporting a team

Nice to have

• preferably studying Business, Accounting, Finance, or a related field

Benefits

• Practical exposure to the tax preparation process
• Experience working in a professional tax and wealth advisory environment
• Opportunities to develop administrative, organizational, and client-service skills
• Exposure to tax software and office procedures
• Valuable experience for students pursuing careers in business, accounting, or finance

About the company

waverlyadvisorsllc is a professional tax and wealth advisory environment.