Tax Intern

Job Overview: We are seeking a seasonal tax intern to join our collaborative team of tax professionals. The ideal candidate should demonstrate strong attention to detail, possess exceptional customer service skills, and show professional interest in tax preparation.

This position is part-time Monday to Friday at our Bend office starting immediately with flexible hours and start date for the right candidate. We support a healthy work life balance through a seasonal work schedule and generous time off policies, especially in June-July and November-December.

The intern will work closely with our small team to provide exceptional customer service, perform administrative tasks, and assist with daily office operations. Our team has remote and hybrid tax preparers, so the intern must be comfortable communicating with team members via phone, email, and Zoom calls from the Bend office.

Responsibilities:

• Receive, scan, and file client documents into the appropriate folders (physical and digital)
• Package printed copies of tax returns for pickup or mailing to clients
• Electronically file extensions for clients in March
• Assist clients in a professional and friendly manner (Spanish-speaking preferred)
• Participate in the organizational goals of the office. Ensure confidential documents are securely stored, blinds are down, and doors are locked at the end of the day
• Prepare documents for mail delivery to comply with filing requirements
• Answer phones, take messages, route calls, and provide information in a courteous manner
• Maintain cleanliness and organization of the front desk area
• Handle incoming and outgoing mail and deliveries
• Simple data entry in TaxDome

Experience:

• Previous experience in a professional office is desirable
• Customer service experience is essential
• Must be proficient in computer applications
• Experience with Microsoft programs, Quickbooks, TaxDome, and/or UltraTax preferred

Skills & Qualifications:

• High school diploma or equivalent
• Strong attention to detail and accuracy
• Strong verbal and written communication skills
• Computer literacy
• Excellent phone and email etiquette
• Conversant in Spanish (highly preferred)

About us

Smith & Associates Tax & Accounting is a small family business in Bend, OR. We have a collaborative, fast-paced work environment, and our goal is to provide tax preparation and consulting services Promptly and Professionally to more than 600 clients each year.

Our work environment includes:

• Relaxed atmosphere
• Modern office setting
• Food provided
• Growth opportunities
• Flexible working hours
• Passionate, hardworking professionals

Job Types: Part-time, Seasonal, Internship

Pay: $16.00 - $20.00 per hour

Expected hours: 15 – 25 per week

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Professional development assistance

Schedule:

• Day shift
• Monday to Friday

Work Location: In person