Tax Internship – Taxation

Job Description

Tax Intern | Ascend

The Tone:
This is an internship at Ascend, an award-winning financial services firm with offices in San Jose and Santa Cruz, CA. Ascend is dedicated to empowering individuals, closely held businesses, and high-net-worth individuals to reach their financial goals by providing top-notch financial services with a personal touch. This role offers a motivated individual the opportunity to gain hands-on experience in tax preparation, compliance, and planning, directly contributing to client success within a collaborative and high-integrity environment. The intern will support Ascend’s mission to make a positive impact on clients’ lives.

The TL;DR
• Role: Internship
• Type: Seasonal (January – April), minimum 25 hours/week
• Location: In-person San Jose, CA
• Pay: $25 hourly
• Team: Works closely with Ascend’s tax professionals as part of a team of over 85 finance professionals.
• Mission: To support Ascend’s tax team in preparing tax returns, researching regulations, and assisting with various tax-related projects, contributing to client financial success.
• Tech Stack: Microsoft Office Suite (Excel, Word), Adobe PDF

What You’ll Actually Do
• Tax Preparation: Assist in the preparation of tax returns, including 1040/1041, and organize all necessary supporting documentation.
• Tax Research: Conduct research on various tax regulations and support the team in applying these regulations to specific client situations.
• Project Support: Provide assistance to Ascend’s tax team with a range of projects and contribute to administrative tasks as needed.
• Practical Application: Gain hands-on experience by supporting client tax filings and exposure to tax compliance, planning, and advisory functions within the firm.

The Must-Haves
• Background: Entry-level position for individuals currently pursuing a degree in Accounting or Taxation.
• Experience: Strong understanding of fundamental accounting principles and relevant tax regulations.
• Skills: Proficiency in Microsoft Office Suite (Excel, Word) and Adobe PDF; demonstrated strong analytical, problem-solving, and detail-oriented abilities; effective communication skills, and a proactive attitude.
• Bonus: Coursework specifically in taxation is preferred.