Internal Operations Intern - Winter 2027 - Southern Wisconsin

Internal Operations Intern

We strive every day to exemplify our CLA values curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.

CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.

Our Milwaukee/Madison/Racine locations are each seeking Internal Operations Interns.

The anticipated start date for this role is: January 2027.

The anticipated end date for this role is: April 2027.

This internship is preferred to be a full-time, however, part-time may be offered with a minimum of 20 hours per week.

Come and see for yourself!

Primary Responsibilities

• Review and organize client incoming tax documents.
• Assist with intake of tax information and prepare for routing.
• Ensure all client documents are being tracked and kept current.
• Organize, scan and process tax documents.
• Assemble client tax returns following established procedures.
• Assist team in meeting strict government deadlines.
• E-filing and other final delivery type steps.
• Other responsibilities may include preparation of informational tax documents.
• General operational support and other responsibilities/tasks as requested.

Minimum Requirements

• Working towards the achievement of a bachelor's degree Degree in Accounting or Finance strongly preferred.
• Willingness to learn new technologies.
• Proficient with Microsoft (MS) Windows and Office products.
• Reliable transportation and willingness to travel to client sites.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.