Tax Intern

Planning is done in RightCapital and portfolios are managed in Orion. Founded in 1979 by an advisor who left a large brokerage to go independent. Still family owned, 47 years on.

OVERVIEW

Part-time remote role, 4 to 6 hours a day. You need to be careful, consistent and good with Excel. Remote position. Most of the team is in Joliet, but nobody is required to come in.

DAY TO DAY

Support internal and statutory audit requests from the auditors. Organise scanned invoices and supporting documents in shared folders for audit. Process expense claims after checking bills and approvals. Help prepare the trial balance and supporting schedules for month-end close. Update the fixed asset register. Raise sales invoices from the billing sheet and send them to clients. Maintain vendor and customer ledgers and follow up on mismatches. Reconcile bank statements with the books every week.

WHAT WE'RE LOOKING FOR

Currently enrolled in a bachelor's or master's program, graduating 2026 or 2027. Authorized to work in the US. CPT and OPT candidates are welcome to apply. Based in the US for the duration of the internship. Clear written communication for emails to vendors and clients. Good MS Excel skills, including VLOOKUP and pivot tables. Laptop and stable internet. Some tools need a Windows machine. Accurate and patient with repetitive data entry. Working knowledge of double-entry bookkeeping and basic journal entries. Able to keep financial data strictly confidential.

WHAT YOU'LL LEARN

Strong Excel habits for accounting work. Certificate and a reference useful for articleship or entry-level accounts roles. Month-end close and audit preparation from start to finish. Practical bookkeeping and reconciliation on live company accounts.

Duration: 3 months

Start date: Immediately

Stipend: $21.00 to $21.50 per hour

WHAT WE OFFER

Company laptop. Home office setup stipend. Flexible hours. Return offer opportunities.

A resume is enough to apply. Cover letters are optional.

Duration: 3 months. Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Tealcraft Planning Group.