Verification Internship

Job Description

Tax Verification Internship Spring 2027 | Withum

The Tone:
This is an in-person internship at Withum, located in San Francisco, California. Withum is a professional services firm that provides tax and advisory solutions, fostering an environment where talent thrives and offers numerous growth opportunities. This role is vital for supporting tax professionals by leveraging technology-driven solutions to enhance the efficiency and accuracy of client tax document preparation. It contributes to a paperless tax workflow, ensuring precise and effective results for client deliverables.

The TL;DR
• Role: Internship
• Type: Part-time, Temporary
• Location: In-person, San Francisco, California
• Pay: $20–$25 hourly
• Team: Supports tax professionals within the Tax department
• Mission: To verify and optimize technology solutions for efficient and accurate 1040 tax data processing.
• Tech Stack: SurePrep (1040SCAN, OCR), XCM

What You’ll Actually Do
• Utilize SurePrep: Verify the operational efficiency of SurePrep software, including 1040SCAN and Optical Character Recognition (OCR) technology.
• Process Tax Data: Verify and accurately input 1040 tax data submitted by clients and scanned into the software.
• Ensure Accuracy: Constantly focus on details and the accuracy of the software’s functionality to successfully prepare client tax documents.
• Optimize Workflow: Help maximize efficiency within the 1040SCAN software to facilitate a paperless tax workflow.
• Troubleshoot Software: Provide solutions to errors encountered in 1040SCAN operations to ensure effective results from the software.
• Distribute Work: Utilize XCM to ensure the proper distribution of completed work to the appropriate person, creating efficiency in tax project completion.
• Manage Documents: Work with the tax department’s workflow and document storage tools to maintain organized processes.

The Must-Haves
• Background: Entry-level role, focused on current students.
• Experience: Must be able to work at least 20 hours per week, with flexible hours to accommodate school schedules.
• Skills: Strong written and verbal communication skills, ability to work independently, commitment to working collaboratively in a team environment, and ability to work in person.
• Bonus: Accounting majors preferred, those with a graduation date in 2029 preferred, and a GPA of 3.0 or higher.