Staff Accountant InternAt — Teaman, Ramirez & Smith, Inc.

Preparation of individual tax returns of various complexity and possible preparation of simple business returns and possible assistance with financial statement compilation workpapers.

Tasks:

The intern will demonstrate their learning outcomes by preparing individual tax returns of various complexities with minimal review notes other than teaching notes by the end of the internship.

Training:

To help the intern achieve the proposed learning outcomes, I will provide an initial orientation going over the standards and methods for preparing an individual tax return and the software involved. We will also provide an initial sample client with mock information that the intern will use to prepare an average basic tax return. Then actual tax returns will be prepared where full time staff accountants and tax managers will assist in the training on how to prepare them. After this a tax manager and a CPA will review the tax returns prepared by the intern and provide review notes on any errors found as well as providing teaching feedback on those notes. This will occur on a daily basis as the intern is available.

Learning Outcome:

By the end of the internship, the student will be able to put client data in order of input into the tax software and scan it into the cloud system in order to prepare an individual tax return.
By the end of the internship, the student will also be able to prepare a basic individual tax return without needing any feedback or review notes.
By the end of the internship, the student will be able to prepare a more complicated individual tax return with some feedback and minimal review notes.