Tax Intern, Summer 2027

Who we are

Most clients live within an hour's drive and come in for reviews twice a year. Planning is done in RightCapital and portfolios are managed in Orion. Compliance reviews outgoing client email, so expect to write carefully.

Overview

Part-time remote role, 4 to 6 hours a day. You need to be careful, consistent and good with Excel. Remote within the US. The team meets in Appleton once a quarter, travel covered. Normal working hours, Monday to Friday. We ship you a laptop and accessories before your first day.

Responsibilities

• Track accounts receivable ageing and share a weekly list of overdue invoices
• Raise sales invoices from the billing sheet and send them to clients
• Process expense claims after checking bills and approvals
• Help prepare the trial balance and supporting schedules for month-end close
• Reconcile bank statements with the books every week
• Check vendor invoices against purchase orders before payment
• Maintain vendor and customer ledgers and follow up on mismatches

Requirements

• Currently enrolled in a bachelor's or master's program, graduating 2028
• Authorized to work in the US. CPT and OPT candidates are welcome to apply
• Available 40 hours a week for the full internship
• Good MS Excel skills, including VLOOKUP and pivot tables
• Able to keep financial data strictly confidential
• Clear written communication for emails to vendors and clients
• Accurate and patient with repetitive data entry
• Working knowledge of double-entry bookkeeping and basic journal entries
• Laptop and stable internet. Some tools need a Windows machine

Nice to have

• Exposure to payroll accounting

What you'll learn

• Certificate and a reference useful for articleship or entry-level accounts roles
• Month-end close and audit preparation from start to finish
• You will handle at least one tax return cycle with supervision
• Strong Excel habits for accounting work

Duration: 12 weeks

Start date: Summer 2027

Stipend: $19.00-$23.50/hr

What we offer

• Company laptop
• Paid company holidays
• Paid sick time
• Return offer opportunities
• Learning and development stipend
• Mentorship from a dedicated buddy and manager

Applicants must be authorized to work in the U.S.

Duration: 12 weeks. Start: Summer 2027.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Mid-Atlantic Capital.