Tax Intern

Job Description

Tax Internship | Trajan Wealth LLC

The Tone:
This is an internship at Trajan Wealth LLC, located in Scottsdale, AZ. Trajan Wealth is a rapidly expanding Registered Investment Advisor firm, managing over $3 billion in assets under management and advisement. The company operates a fully integrated model, offering in-house wealth management, estate planning, and tax strategy under a unified fiduciary standard. This Tax Intern role is crucial for supporting the growing CPA practice within Trajan Tax, providing hands-on experience in various tax and accounting tasks to uphold the firm’s comprehensive client service.

The TL;DR
• Role: Internship
• Type: Full-time availability preferred, open to working around class schedules (minimum 20 working hours per week)
• Location: In-person, Scottsdale, AZ
• Pay: $25 hourly
• Team: Supports the expanding CPA practice within Trajan Tax.
• Mission: To provide practical tax and accounting support, ensuring timely and accurate client service and compliance.
• Tech Stack: Microsoft Office Suite, Excel

What You’ll Actually Do
• Tax Preparation: Prepare individual and business tax returns (Forms 1040, 1120C, 1120S, 1065, 1041), including data entry, client follow-up, tax research, and analytical review.
• Year-End Filings: Assist with year-end reporting requirements such as 1099s, W-2/W-3 forms, personal property tax, and sales tax returns.
• Accounting Support: Support compilation and financial statement preparation by entering checks and deposits, completing bank and credit card reconciliations, and posting journal entries.
• Financial Operations: Manage invoicing, process payments, and track accounts receivable and accounts payable for client accounts.
• Regulatory Awareness: Maintain awareness of changes in federal and state tax laws and regulations.

The Must-Haves
• Background: Enrolled in or completed a bachelor’s or master’s degree in accounting, finance, business, or a related field.
• Experience: Completed individual taxation class work with a basic understanding of tax laws and regulations.
• Skills: Proficiency in Microsoft Office Suite, especially Excel, alongside strong attention to detail and commitment to client service.
• Bonus: CPA eligibility is preferred, and previous tax preparation or accounting experience is a plus.