Tax InternAt — Cambaliza Mcgee LLP
As a CM CPA tax intern, you will get to have so much fun learning about accounting, taxes, real-life public accounting, and more importantly, the teamwork mentality.
What you will get:
- Challenging projects
- Flexible work schedule determined by class schedule, minimum 20 hours per week, minimum of 4-hour blocks
- Positive and fun work environment
- Mentor guidance
- Experience in the tax preparation process, from initial receipt to final product delivery
- Similar responsibilities as our first year, full-time staff
What you will be doing:
- Prepare Individual, basic Business tax returns on behalf of clients
- Work with the tax team on client projects
- Develop an understanding of accounting and tax software
- Learn administrative, professional and interpersonal skills to the extent of being able to organize, analyze and communicate with others in a productive and efficient manner
To be successful:
- Willing to learn and improve
- Positive attitude
- Good verbal and written communication skills with the ability to read, write, speak, and interpret rules, procedures, and routine correspondence in English
- Did take and got a B or higher in the first two basic accounting classes of Accounting major.
- Organized, with an ability to prioritize time-sensitive assignments
- Proficient with Microsoft Suite (i.e. Word, Excel, PowerPoint, Outlook)
- Well-rounded knowledge of accounting principles
- Completion of basic tax class
- Eligibility to work in the U.S. is required
Using data provided by clients to prepare workpaper in Excel then translate that into tax software and produce tax returns. A lot of communication with clients via Outlook and phone calls to request missing information. Reconcile bookkeeping.
Training:
Daily hands-on guidance from seniors on each project.
Weekly group settings regarding workload and prioritize work.
Learning Outcomes:
1. Understand debit and credit very well of many industries
2. Ability to prepare simple personal tax returns (Fed + California)
3. Ability to communicate effectively in teams setting.