Tax Intern - Spring 2027

Join our Dynamic Team as a Tax Intern!

Tax SMART is a specialized, dynamic tax and financial planning firm dedicated to delivering proactive, personalized tax strategies tailored to each client's unique situation. Our experienced team works year-round to identify opportunities, minimize tax liabilities, and help clients make informed decisions that align with their goals. We emphasize staying ahead of tax law updates, anticipating changes, and implementing strategies before year-end to ensure every recommendation delivers meaningful, measurable results. As we grow our team and expand our capabilities, we remain committed to high-quality tax preparation and planning services for a diverse clientele. We are seeking a detail-oriented Tax Intern who is passionate about helping clients navigate tax complexities and looks forward to working with a close-knit, supportive team, while contributing to our innovative approach and lasting tax efficiency.

What You’ll Do:

• Tax Preparation: Assist in preparing federal, state, and local tax returns for individuals, small businesses, trusts, and other entities, ensuring compliance and accuracy.
• Tax Planning: Support in developing and implementing tax-saving strategies and preparing tax projections to meet client financial goals.
• Client Interaction: Gather necessary documents and information from clients, answer client questions, and communicate updates throughout the tax preparation and planning process.
• Data Entry & Review: Input financial data into tax software with precision, conduct initial reviews, and cross-reference documents to ensure accuracy.
• Research & Compliance: Stay current with IRS regulations, tax code changes, and state tax laws, and help ensure firm compliance with all applicable laws.
• Document Management: Organize and maintain accurate client files, manage deadlines, and ensure sensitive information is securely handled.
• Administrative Tasks: Assist with general administrative duties as needed to support efficient office operations.

Experience You’ll Bring:

• Education: Pursuing a bachelor’s degree in accounting, finance, or a related field preferred; relevant coursework in taxation a plus
• Experience: 1+ years of experience in accounting coursework
• Skills: Microsoft Office (especially Excel). Strong attention to detail and ability to manage multiple clients and tasks under tight deadlines. Excellent communication skills for effective client interactions. Analytical mindset with a willingness to research and problem-solve complex tax issues. Willingness to learn our tax preparation software
• Interpersonal Skills: You should enjoy working with others and have a natural ability to listen, ask questions, and help clients feel comfortable.
• Compliance Knowledge: Familiarity with tax and financial regulations or a willingness to learn about industry standards (such as IRS, FINRA, and SEC regulations) will be helpful but not required.

What You’ll Get:

• Continuous Development Opportunities: Grow both personally and professionally with ongoing training and development.
• Charitable Giving Participation: Be a part of our commitment to making a difference in the community
• Team-Centric Environment: Join a collaborative team dedicated to our core motto: "Do the right thing, for the right reason, at the right time."

General Physical Requirements:

• Ability to sit for extended periods of time
• Ability to walk short distances within the office
• Ability to lift & carry up to 50lbs
• Ability to reach above and below shoulder level to access items or equipment

Who We Are:

Retire SMART Holdings, Inc., brings together Retire SMART, SMART Wealth, and Tax SMART to deliver comprehensive tax solutions alongside our financial advisory services. Our firm specializes in preparing and completing tax returns, implementing tax-efficient strategies, and designing optimal business exit plans to help clients reduce their tax burden and maximize their savings. Through our SMART Plan process, we take the guesswork out of tax planning, so clients can confidently look forward to a secure retirement. We pride ourselves on exceptional service with every client interaction, ensuring our clients feel welcome, valued, and supported at every step.

Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each other’s personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment.

Retire SMART Holdings, Inc. is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.