Accounting Co-op – Audit, Treasury & Tax Accounting

Job Description

Accounting Intern | SoTalent

The Tone:
This is an Accounting Co-op opportunity at SoTalent, located in Stevens Point, Wisconsin, USA, with a hybrid work model. SoTalent operates within the insurance industry. This role provides undergraduate students with practical, hands-on experience across critical accounting functions. The co-op is essential for developing future talent in accounting, financial analysis, reporting, and audit within a professional setting.

The TL;DR
• Role: Co-op
• Type: Co-op / Part-time during semesters, full-time during summer
• Location: Hybrid Wisconsin, United States
• Mission: This co-op provides undergraduate students with practical experience across internal audit, treasury, tax, and statutory accounting within the insurance industry.

What You’ll Actually Do
• Internal Audit: Support audit planning and program execution, including collecting and validating financial and operational data, analyzing business processes, identifying risks, and documenting findings.
• Treasury & Investment Accounting: Analyze bank accounts, service charges, payment fees, and investment data; support banking and investment accounting systems and processes; reconcile investment information with financial reporting schedules; and prepare audit samples and supporting documentation.
• Premium Tax & Income Tax Accounting: Prepare and analyze state and local tax filings, including processing journal entries, payment vouchers, and tax-related transactions; assist with corporate income tax returns and tax accounting, and analyze investment reporting for tax purposes.
• Statutory Accounting: Prepare financial statement schedules, exhibits, and regulatory disclosures; reconcile financial statements to general ledger data; and support audited financial statements and regulatory reporting processes.
• Accounting Projects: Contribute to reporting improvements and other accounting projects, collaborating with professionals and mentors to enhance financial analysis and reporting skills.

The Must-Haves
• Background: Currently pursuing an undergraduate degree in Accounting or a related field at the University of Wisconsin–Stevens Point, at sophomore or junior standing.
• Experience: Ability to commit to working 15–20 hours per week during semesters and up to 40 hours during summer and school breaks, with an expected graduation date between May 2028 and December 2029.
• Skills: A minimum cumulative GPA of 3.50 is required, along with strong analytical, organizational, and communication skills. The role also requires the ability to work collaboratively and investigate discrepancies within financial data.
• Bonus: Preference given to candidates making progress towards CPA eligibility by accumulating 150 credit hours.