Tax Intern

Job Description

Tax Intern 2027 | Fundamental Wealth Designs

The Tone:
This is a part-time, on-site internship opportunity at Fundamental Wealth Designs, situated in Mendota Heights, MN. As a retirement-focused financial planning firm, Fundamental Wealth Designs is deeply committed to helping clients achieve long-term financial peace of mind through holistic guidance and customized strategies. This internship is an integral part of supporting the firm’s dedication to meticulous tax planning, which is a key component of its comprehensive client service offerings. The Tax Intern will play a direct role in the planning process, assisting the team in turning clients’ retirement visions into practical, achievable plans by ensuring the accurate and efficient handling of their tax information.

The TL;DR
• Role: Internship
• Type: Paid temporary hourly employee
• Duration: February 1, 2026 – April 15, 2026
• Hours: 12-24 hours weekly, flexible (peak March 1st-April 15th)
• Location: In-person Greater Minneapolis-St. Paul Area
• Pay: $25 hourly
• Team: Works within a small team environment
• Mission: This intern supports the accurate collection, organization, and preliminary calculation of individual tax data to facilitate client tax planning.
• Tech Stack: Spreadsheet and tax-related software

What You’ll Actually Do
• Tax Document Collection: Responsibly collect all necessary client tax documents, ensuring completeness and readiness for the tax preparation process.
• Client Data Organization: Systematically organize all gathered client tax documents, maintaining an accessible system for efficient processing and review by the team.
• Preliminary Tax Calculations: Perform initial tax calculations specifically for individual 1040 tax returns, applying foundational knowledge of tax law and concepts relevant to retirement planning.
• Accuracy and Detail Assurance: Apply strong analytical skills and meticulous attention to detail to ensure the highest level of accuracy in all document handling and preliminary calculations.
• Collaborative Support: Work closely and effectively within a small team environment, contributing to a collaborative atmosphere and assisting with various tasks during peak hours.

The Must-Haves
• Background: Entry-Level. Candidates should possess an academic background or a demonstrated strong interest in accounting or related fields. This includes a foundational knowledge in Tax Preparation and a solid understanding of core Tax Law concepts relevant to individual and retirement-focused planning.
• Experience: No specific years of prior experience are mandated, but candidates must demonstrate an interest and foundational knowledge in Tax Preparation. Proficiency in spreadsheet and tax-related software is required, alongside a proven ability to learn new tools quickly.
• Skills: This role demands strong analytical skills with an exceptional attention to detail and accuracy, crucial for handling sensitive financial information. Clear written and verbal communication skills are essential for effective team interaction, coupled with a client-centered mindset. The ability to work on-site and collaborate within a small team environment is also key.
• Bonus: Preference will be given to candidates who are currently pursuing or have recently completed a degree in accounting or a related discipline.