Tax/Office Intern

Job Description

Tax/Office Intern | Triada Tax Services LLC

The Tone:
This is a paid, part-time internship at Triada Tax Services LLC, located in Columbia, IL, offered for Winter 2026/Spring 2027. Triada Tax is a small, close-knit accounting firm dedicated to providing personalized tax preparation, planning, and accounting services to individual and business clients. This Tax/Office Intern role is crucial in supporting the team during the peak tax season, offering an excellent opportunity to gain hands-on experience in accounting, office management, and general business operations within a supportive environment. The internship provides practical exposure to the full tax filing process and client interaction.

The TL;DR
• Role: Internship
• Type: Part-time
• Location: In-person, Columbia, IL
• Team: Supports the small, close-knit accounting team
• Mission: This person supports the team in preparing tax returns and managing office operations, ensuring smooth client service during tax season.
• Tech Stack: Excel, Word, Microsoft Office Suite

What You’ll Actually Do
• Prepare Tax Returns: Assist the team by accurately inputting tax data into specialized tax software for both individual and business returns, and verify the information’s accuracy to support the finalization and filing process.
• Learn Tax Workflows: Shadow experienced team members throughout the entire return preparation process, observing data entry, understanding various workflows, and gaining practical, hands-on experience with the comprehensive tax filing procedure.
• Manage Client Files: Maintain and update both digital and physical client files meticulously, ensuring all documentation is organized, easily accessible, and kept confidential and secure.
• Facilitate Client Communication: Serve as a primary point of contact for clients, greeting them in person, handling communications efficiently via phone and email, and accurately scheduling appointments and managing calendars for tax staff.
• Provide Office Support: Execute a range of general administrative duties, including scanning, copying, mailing, and filing documents, alongside actively assisting in the assembly and thorough review of final tax return packages.

The Must-Haves
• Background: Currently pursuing a degree in Accounting, Finance, or Business Administration.
• Experience: Basic knowledge of accounting principles and experience with Microsoft Office Suite, including Excel and Word.
• Skills: Possess strong attention to detail and organizational skills, demonstrate the ability to responsibly handle sensitive client information, and exhibit excellent written and verbal communication skills.
• Proactiveness: Eagerness to learn, take initiative, and contribute effectively in a team-oriented environment.