Tax Intern

Job Description

Tax Intern | Gross, Mendelsohn & Associates, P.A.

The Tone:
This is an internship at Gross, Mendelsohn & Associates, P.A., a public accounting firm dedicated to providing hands-on learning experiences. The firm specializes in serving closely held businesses and high-net-worth individuals, emphasizing real-world exposure over administrative tasks for its interns. This Tax Intern role is crucial for students seeking to launch a successful career in accounting, offering direct engagement with CPAs and tax professionals on meaningful client work. The firm is committed to professional excellence, collaboration, and fostering long-term growth, as evidenced by its nine Top Workplace awards.

The TL;DR
• Role: Internship
• Type: Part-time, Seasonal
• Team: Works directly with CPAs and tax professionals, supporting engagement teams.
• Mission: This intern gains practical experience by actively supporting the firm’s tax preparation, research, and client engagement processes for closely held businesses and high-net-worth individuals.
• Tech Stack: Tax preparation software

What You’ll Actually Do
• Tax Return Preparation: Assist with the comprehensive preparation of individual and business tax returns, ensuring all necessary documentation is included.
• Financial Data Management: Organize, meticulously review, and accurately input client-provided financial information and supporting documentation into the firm’s tax preparation software.
• Tax Research Assistance: Conduct basic tax research under the guidance of experienced staff and assist in gathering information to resolve various tax issues.
• Client File Maintenance: Maintain well-organized client files and comprehensive documentation, ensuring easy access and adherence to firm standards.
• Team Engagement Support: Provide direct support to engagement teams by assisting with workflow management, project tasks, and actively participating in team and professional development meetings.

The Must-Haves
• Background: Entry-Level. This role is designed for students actively pursuing a degree in accounting or a related field, aiming to launch a career in public accounting.
• Experience: No specific prior professional experience is required, as this internship focuses on providing foundational hands-on exposure to public accounting.
• Skills:
• Data Organization: Skill in organizing, reviewing, and accurately preparing client financial information and documentation.
• Software Proficiency: Ability to input financial data efficiently into tax preparation software.
• Research Acumen: Capacity to conduct basic tax research and gather relevant information under supervision.
• Attention to Detail: Meticulous approach to reviewing financial data for accuracy and completeness.
• Teamwork: Strong collaborative spirit to support engagement teams and participate in firm activities.