Tax Intern

Job Description

Tax Intern | DBHW Wealth Partners

The Tone:
This is an in-office internship at DBHW Wealth Partners. The firm is a leading investment management, financial, and tax planning firm dedicated to providing financial direction for those who educate and serve the public. This role offers an opportunity to gain hands-on experience beyond the classroom, contributing to real client work and building practical tax and accounting skills essential for your career development. The internship provides meaningful exposure to the profession with support, guidance, and flexibility for continued education.

The TL;DR
• Role: Internship
• Type: Part-time, Flexible (15–20 hours per week)
• Location: In-person, In-office
• Pay: $17–$19 hourly
• Mission: This intern will assist with tax returns, financial statements, and client documentation while developing skills in tax research, software tools, and industry procedures.
• Tech Stack: Microsoft Office Suite, accounting software, tax software

What You’ll Actually Do
• Prepare: Assist in the preparation of individual and business tax returns under supervision, organizing and reviewing financial documents for accuracy and completeness.
• Support: Support the preparation of financial statements, balance sheets, and income statements, including entering and reconciling transactions in accounting software.
• Manage: Maintain and update client records in both digital and physical formats, ensuring the confidentiality of sensitive financial and personal information.
• Assist: Provide clerical support such as scanning, filing, and data entry, and help accountants and tax preparers with daily tasks and projects.
• Develop: Shadow experienced tax preparers and accountants to learn best practices and participate in training sessions on tax software and accounting tools.

The Must-Haves
• Background: This is an entry-level internship requiring pursuit of a bachelor’s degree in accounting, finance, or a related field. Candidates should be a junior (rising senior) or senior year student with a strong academic standing.
• Experience: 0-2 years of experience in tax administration work or equivalent is preferred.
• Skills: Excellent verbal and written communication skills; excellent organizational skills and attention to detail; excellent time management skills with a proven ability to meet deadlines; intermediate computer skills, including proficiency with Microsoft Office Suite, and the ability to learn and utilize industry-specific software.