Tax Associate Intern

Job Description

Job Description

Salary : $15-$20

Job Overview :

We are a small but dynamic tax and financial planning firm focused on providing high-quality tax preparation and planning services to a diverse clientele. We are looking for a detail-oriented Tax Associate Intern to join our team. This role is ideal for someone passionate about helping clients navigate tax complexities and working with a close-knit, supportive team.

Responsibilities :

• Tax Preparation : Assist in preparing federal, state, and local tax returns for individuals, small businesses, trusts, and other entities, ensuring compliance and accuracy.
• Tax Planning : Support in developing and implementing tax-saving strategies and preparing tax projections to meet client financial goals.
• Client Interaction : Gather necessary documents and information from clients, answer client questions, and communicate updates throughout the tax preparation and planning process.
• Data Entry & Review : Input financial data into tax software with precision, conduct initial reviews, and cross-reference documents to ensure accuracy.
• Research & Compliance : Stay current with IRS regulations, tax code changes, and state tax laws, and help ensure firm compliance with all applicable laws.
• Document Management : Organize and maintain accurate client files, manage deadlines, and ensure sensitive information is securely handled.
• Administrative Tasks : Assist with general administrative duties as needed to support efficient office operations.

Qualifications :

What Youll Get :

General Physical Requirements :

Who We Are :

Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for.

Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each others personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If youre ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.