Internship - Accounting and Tax

Job Description

Job Description

Who We Are :

Schwan Financial Group was established in 1984 with clients now in 45 states. A financial based company with experts in portfolio management, estate planning, insurance, business and tax planning. We help people understand, grow, secure, enjoy and distribute their family legacy. Our family based culture is looking for the positive, friendly attitude that can greet our clients to enhance the ultimate customer experience and work together as a team.

Position : Internship - Accounting and Tax

Schwan Financial Group desires to provide you a great learning opportunity. Our small family culture offers to provide the following experiences.

1. Tax Preparation and Compliance

Assist with preparing individual and business tax returns (federal, state, and local).

Learn to gather, organize, and analyze client financial data to ensure accurate filings.

Gain familiarity with tax software, e-filing procedures, and supporting documentation requirements.

2. Financial Accounting & Reporting

Support month-end and year-end closing processes by reconciling accounts and preparing journal entries.

Develop an understanding of how tax implications flow through financial statements.

3. Research and Problem-Solving

Conduct basic tax research using IRS publications, state regulations, and accounting standards.

Identify potential tax issues or savings opportunities and summarize findings for senior staff.

4. Client Service & Communication

Interact with a mentor to collect necessary documentation and clarify financial details.

Learn how to explain technical concepts in plain language, enhancing client relationships.

5. Professional Tools & Technology

Gain hands-on experience with accounting and tax software (e.g., QuickBooks, Excel, and common tax preparation platforms).

Strengthen Excel skills with pivot tables, lookups, and data-analysis functions.

6. Professional Development

Observe the workflow of a CPA firm or tax department, including planning meetings and internal controls.

Build time-management and organizational skills to handle multiple deadlines during busy seasons.

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