An Intern in our CPA firm gains hands-on exposure across tax, advisory, audit, and bookkeeping functions. This rotational role is designed to provide a well-rounded experience in the accounting profession, allowing interns to develop foundational skills under the guidance of experienced professionals.  The requirements of this role are as follows:

  • Student in their Junior or Senior year of college, majoring in Accounting.
  • Minimum GPA of 3.0
  • Minimum hours available to work: 24 hours a week (3 full days)

1. Tax Preparation Support 

  • Basic Tax Returns: Assist in preparing simple individual and business tax returns under supervision.
  • Data Entry: Input client information into tax software and ensure proper organization of financial records.
  • Quality Review: Help check for completeness of client records and note discrepancies for review.

2. Audit and Assurance

  • Workpaper Preparation: Assist with gathering and organizing audit evidence for engagements.
  • Testing Procedures: Perform basic audit testing steps (vouching, confirmations, reconciliations) under staff guidance.
  • Documentation: Help ensure audit files are properly labeled, indexed, and ready for review.

3. Bookkeeping & Client Accounting

  • Transaction Entry: Record expenses, income, and other journal entries in accounting software.
  • Bank Reconciliations: Assist in reconciling bank and credit card statements.
  • Financial Reports: Help prepare draft trial balances, income statements, and balance sheets for internal use.

4. Administrative Assistance

  • Document Management: Organize and maintain digital client files across all service lines.
  • Client Communication: Assist in requesting missing documents or scheduling meetings.
  • Assembly & Preparation: Prepare reports, tax packages, and engagement binders for review.

5. Learning and Skill Development

  • Training: Participate in firm training sessions on tax, bookkeeping, audit software, and client service practices.
  • Research: Assist with researching compliance issues to support the team.
  • Mentorship: Work closely with senior staff to understand best practices and develop technical skills.

6. Team Collaboration

  • Cross-Department Projects: Contribute to tasks in tax, advisory, audit, and bookkeeping rotations.
  • Feedback Integration: Apply supervisor feedback to improve technical and professional skills.
  • Firm Culture: Participate in team meetings, firm events, and collaborative projects.

7. Technology and Tools

  • Software: Learn to utilize different software and other tools essential for the role. (Quickbooks, Lacerte, CRM, etc)
  • Process Familiarity: Understand firm processes for e-filing, extensions, and client document handling.

8. Compliance and Ethics

  • Confidentiality: Handle client data with care, adhering to the firm’s privacy and ethical standards.
  • Regulatory Awareness: Begin developing an understanding of federal, state, and local tax regulations.

This Rotational Intern role provides valuable exposure to multiple areas of public accounting, offering opportunities to apply academic knowledge in a real-world setting. Strong attention to detail, eagerness to learn, and teamwork are essential for success in this position. This internship can serve as a stepping stone to a career in tax, audit, or advisory, or bookkeeping.