Tax Season Internship Program

Job Description

Tax Internship | Coldstream

The Tone:
This is a part-time internship at Coldstream, located in its Seattle office situated on South Lake Union, offering a direct opportunity to explore a career in public accounting. Coldstream is an employee-owned wealth management firm, established in 1996, that provides personalized services to high-net-worth individuals and families. The firm recently expanded its reach by merging with a company that has offered a wide range of services to small businesses and individuals for nearly 50 years. Coldstream operates from its Bellevue headquarters, with additional offices in Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, AK. This tax season internship, running from mid-January through the third week of April 2027, is designed to immerse you in the practical aspects of tax preparation within a professional environment. You will be an integral part of the team, contributing to essential tax processes and gaining valuable insights into client service and financial compliance during a busy tax period.

The TL;DR
• Role: Internship
• Type: Part-time (approximately 20-25 hours per week, between 7:00am and 4:00pm)
• Location: In-person Seattle, WA
• Pay: $20 hourly
• Mission: To support the tax team by organizing client financial documentation, preparing essential workpapers, and drafting various tax returns for individuals, corporations, and partnerships.
• Tech Stack: Microsoft Outlook, Word, Excel

What You’ll Actually Do
• Organize: Systematically arrange source documents and workpapers received from clients, ensuring all materials are ready for the tax preparation process.
• Prepare: Develop detailed workpapers as specifically requested by the tax team to support various client engagements.
• Draft: Prepare a range of tax returns and information returns, specifically for high-net-worth individuals, corporations, and partnerships.
• Research: Conduct in-depth research on various tax issues as requested, contributing to accurate tax advice and compliance for clients.

The Must-Haves
• Background: Entry-level position for individuals currently working towards a Bachelor’s or Master’s degree in Accounting.
• Experience: Demonstrated customer service experience, coupled with a strong desire to provide superior client service within a collaborative, team-oriented environment.
• Skills: Proficiency in essential office software including Microsoft Outlook, Word, and Excel; possessing strong organizational, communication, and prioritization skills.
• Bonus: Preference for students who anticipate graduating in 2026 and have a keen interest in pursuing careers in public accounting and tax.