Tax Internship

Tax Intern:

 

Part-time (Average 20 to 30 Hours per Week), Monday to Friday, may accommodate work schedule based on classes.

Experience: Entry Level Functions: Accounts Payable, Bookkeeping

Reports To: CEO

Location: Honolulu, HI

Compensation: Hourly

FLSA Status: Non-Exempt

 

COMPANY DESCRIPTION

WBM is a locally owned accounting and tax firm serving small to medium sized businesses. Our team of accounting and tax professionals work together on multiple clients in various industries. We strongly believe in working personally and directly with our clients, connecting through WBM's core principles of integrity, transparency, and dedicated client service.

 

POSITION SUMMARY

WBM is seeking a Tax Intern to join its tax division. The objective of the internship is for the employee to learn how to apply their educational experience to real life by working alongside tax and accounting professionals. This entry level position is challenging, technical and dynamic. The Tax Intern will assist in supporting the tax activities of WBM by assisting with the preparation of both business and individual client’s tax returns.

 

RESPONSIBILITIES

The Tax Intern will work closely with various members of the tax team, including the Tax Accountants, Tax Senior, Tax Managers and Managing Director. Projects you will assist with: Prepare various Federal and State tax returns including but not limited to individual, trust, estate, nonprofit, partnership, and corporate tax returns. Duties to include, but not limited to: Scan and organize supporting documents Data entry into tax software Prepare tax workpapers Mail tax returns as needed Update databases Assist when needed with other tax services including planning, research and compliance. Communicate with client personnel to request information necessary for the preparation of tax returns, to update clients on the status of their project and for general customer service reasons. Assist with administrative duties. Prioritize and organize work to meet deadlines. Deliver best-in-class customer service to clients and employees at all times, with an emphasis on being responsive, professional, and accurate. Establish and maintain a positive working relationship with client’s employees, and co-workers to promote a quality service image. Follow company policies & procedures for preparing tax work papers and assisting in the preparation of tax returns. Protects organization’s values by keeping information confidential. Actively contribute to the overall positive culture of the company. Other duties as assigned. Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. WBM shall make reasonable accommodations to enable qualified individuals with disabilities to perform the essential functions.

 

QUALIFICATIONS

You must submit your resume, cover letter, and unofficial transcript along with your online application. The ideal Tax Intern will be able to utilize their educational and leadership experience to assist with the preparation of tax returns and completion of other related tasks under the supervision of WBM’s tax professionals. Intern has the commitment to continuing education of new and changing tax laws and policies, and possesses the skill set to ask questions and research. Tax Intern will meet most or all of the following requirements: Education: In process of obtaining a degree from an accredited college or university with a major in Business, Accounting or other related field. Experience: Not required. Work experience in a professional environment, which demonstrates progressive increase in responsibilities or any combination of education and work experience is preferred. Licenses: Tax Intern has the desire to obtain a CPA or EA license. Computer Skills: Beginner to proficient knowledge of Adobe Acrobat and MS Office, including Word, Excel, PowerPoint and Outlook. Knowledge of Ultra Tax, Lacerte, Drake, or other professional tax software, and knowledge of QuickBooks, Lacerte, or other accounting/bookkeeping software would be helpful. Other Requirements: Perform other duties as required. Ability to follow instructions, work in a team environment, as well as work independently. Intern must possess strong verbal and written communications skills, maintain a positive attitude, and seek help/ask questions as needed. Accounting Intern may also be asked to work additional hours or weekends based on project demands. Location: WBM prides itself on being locally Owned. This position requires that the applicant live in Oahu. If you are an applicant currently not living in Oahu, please specify in your cover letter your relocation timing and efforts

 

•Type: Temporary, Part-time (Average 24 to 30 Hours per Week), Monday to Friday (possibly weekends), may accommodate work schedule based on classes

•The Tax Intern will assist in supporting the tax activities of WBM by assisting with the preparation of both business and individual client’s tax returns

•The Tax Intern will work closely with various members of the tax team, including the Tax Accountants, Tax Senior, Tax Managers and Managing Director

•Prepare various Federal and State tax returns including but not limited to individual, trust, estate, nonprofit, partnership, and corporate tax returns

•Scan and organize supporting documents

•Data entry into tax software

•Mail tax returns as needed

•Update databases

•Assist when needed with other tax services including planning, research and compliance

•Communicate with client personnel to request information necessary for the preparation of tax returns, to update clients on the status of their project and for general customer service reasons

•Assist with administrative duties

•Prioritize and organize work to meet deadlines

•Deliver best-in-class customer service to clients and employees at all times, with an emphasis on being responsive, professional, and accurate

•Establish and maintain a positive working relationship with client’s employees, and co-workers to promote a quality service image

•Follow company policies & procedures for preparing tax work papers and assisting in the preparation of tax returns

•Protects organization’s values by keeping information confidential

•Actively contribute to the overall positive culture of the company

•Other duties as assigned

•WBM shall make reasonable accommodations to enable qualified individuals with disabilities to perform the essential functions

•Intern has the commitment to continuing education of new and changing tax laws and policies, and possesses the skill set to ask questions and research