Advisory InternAt — Hotta Liesenberg Saito LLP

Support routine bookkeeping tasks and assist with the preparation of internal schedules and reconciliations used for tax compliance and financial analysis purposes.

Tasks

-Support Client Deliverables – Assist in preparing portions of client-facing materials, such as presentation slides, written responses to inquiries, and supporting documentation.
-Participate in Data Entry and Verification – Accurately input financial data into accounting or tax preparation software, ensuring completeness and consistency.
-Collaborate with Mentors and Team Members – Engage in regular feedback sessions to refine work quality, improve efficiency, and build professional skills.

Training

- Initial General Employer Orientation (mandatory): Overview of the firm’s structure, policies, procedures, security protocols, and workplace tools.
- Department-Specific Onboarding: Introduction to the Advisory Department’s scope of work, client service standards, and workflow processes.
- Provision of Work Samples & Templates: Examples of deliverables (e.g., reports, memos, financial schedules) to guide the student’s own work.
- Task Overview & Contextualization: Each assignment will be introduced with clear objectives, background context, and expected outcomes.

Learning Outcome

By the end of the academic internship, the student will be able to:
- Assist bookkeeping for clients
- Assist reconciliation of accounts
- Assist preparation of schedules for tax preparation