Tax Intern – Fiduciary Tax Services

Job Description

Tax Intern, Trust Tax | Tempe Summer 2028 | KPMG Financial Reporting View (FRV)

The Tone:
This is an internship at KPMG, located in Tempe, AZ. KPMG Financial Reporting View (FRV) is a leading tax firm, known for its collaborative and future-forward culture. The company empowers success by connecting its extensive network of specialists with cutting-edge technologies in Ignition Centers to create innovative tax solutions. This role is crucial for helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges related to tax, while developing the intern’s career through multifaceted engagements and mentorship.

The TL;DR
• Role: Internship
• Type: Temporary, Seasonal
• Location: In-person, Tempe, AZ

• Team: Business Tax Services practice
• Mission: To assist high-profile clients in understanding, analyzing, and responding to complex business opportunities and challenges by providing support in fiduciary tax analysis and compliance.
• Tech Stack: Artificial intelligence (AI), Alteryx, Power BI, CCH Axcess, ONESOURCE Trust Tax, MS Office Applications (Excel, PowerPoint, Word, Outlook)

What You’ll Actually Do
• Prepare and review fiduciary tax returns, including Forms 1041, 5227, 990, 990-PF, 1040, and 1099.
• Analyze trust accounting data, trust documents, Schedules K-1, Forms 1099, and other relevant information to determine the tax treatment of income and deductions.
• Communicate with clients to gather necessary information and address tax-related questions and concerns.
• Collaborate with senior tax professionals to ensure compliance with federal and state tax laws and regulations.
• Respond to tax notices from the Internal Revenue Service (IRS) and state taxing authorities.

The Must-Haves
• Background: Currently enrolled in an accredited college or university, pursuing a Bachelor’s and/or Master’s degree in Accounting, Finance, Trust Administration, or an equivalent program. Must have additional academic credits to complete degree and/or CPA eligibility requirements upon internship completion.
• Experience: No prior professional experience is required for this internship role.
• Skills:
• Technical acumen, critical thinking, and agility skills to drive strategic outcomes in a dynamic environment.
• Quality service mindset and strong technical aptitude, including the ability to learn and navigate technologies such as artificial intelligence (AI), Alteryx, Power BI, and MS Office applications (Excel, PowerPoint, Word, Outlook).
• Excellent communication, time management, and leadership skills, with a feedback-oriented and resourceful approach to delivering high-quality work.
• Bonus:
• Preferred GPA of 3.0 or above.
• Pursuing educational requirements for CPA licensure in the principal place of business.
• Coursework or a minor in information systems, software engineering, computer science, or data and analytics.
• Proficiency in tax software, such as CCH Axcess or ONESOURCE Trust Tax.