Spring 2027 Tax Internship
Position Overview:
A Spring Business Tax Intern participates in a comprehensive training program designed to introduce them to the dynamic world of tax. Our team is passionate about all things tax and takes pride in sharing that enthusiasm. Following training, interns begin preparing business tax returns and later transition to the preparation of individual tax returns. Interns are responsible for a variety of duties, including but not limited to organizing and coordinating client data to ensure accurate and timely tax preparation, as well as assisting with ancillary services that support the Creative Planning Business Services Tax practice.
Responsibilities:
- Prepare Individual and Business Tax Returns under supervision.
- Draft work papers with clear and concise documentation.
- Apply foundational accounting standards and academic knowledge.
- Follow instructions effectively while meeting time budgets and project deadlines.
- Maintain strict adherence to client confidentiality standards.
- Build professional oral and written communication with client personnel to foster positive relationships and deliver exceptional service.
- Develop a basic understanding of each client’s business to identify potential issues and recommend value-added solutions.
- Communicate openly and honestly with team members to promote collaboration and trust.
Qualifications:
- Pursuing a bachelor’s degree in accounting or closely related field of study
- Excellent interpersonal skills
- Strong written and verbal communication skills
- Strong analytical, teamwork and organizational skills
- Integrity, maturity, dependability, a positive attitude and a strong work ethic
- PC proficiency, including spreadsheet, word processing and presentation software applications