Winter 2027 Tax Season Internship

Job Description

Winter 2027 Tax Season Internship | Savant Wealth Management

The Tone:
This is an internship at Savant Wealth Management, located in multiple cities across Illinois, Iowa, South Carolina, Texas, Rhode Island, Minnesota, and Delaware. Savant Wealth Management is a financial services organization, and this role supports tax professionals during the critical tax season. This internship offers students practical experience, allowing them to develop skills aligned with future careers in public accounting, tax, and financial services.

The TL;DR
• Role: Internship
• Type: Seasonal
• Location: In-person, Rockford, IL (with opportunities in other listed locations)

• Team: Works alongside experienced tax professionals and support teams.
• Mission: Provide essential hands-on support to tax professionals during one of the busiest periods, contributing to the efficient preparation and processing of tax returns.

What You’ll Actually Do
• Preparation: Assist with the preparation and processing of tax returns.
• Document Management: Organize and manage various tax-related documents.
• Information Gathering: Support efforts to gather client information necessary for tax processes.
• Administrative Support: Assist with administrative and operational activities specific to tax season.
• Project Contribution: Participate in special projects as assigned by tax professionals and support teams.

The Must-Haves
• Background: Currently enrolled in a college or university program, pursuing Accounting, Finance, Business, Economics, or a related degree, with an interest in tax careers and considering the CPA track.
• Experience: Seeking hands-on experience in a professional tax environment, with availability from January to April 2027.
• Skills: Possess strong attention to detail, demonstrate organization and reliability, and exhibit strong communication skills, working effectively both independently and within a team.