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Title: 

Business Tax  Intern 

Location: 

Creative Planning Office

 

JOB SUMMARY

The Creative Planning Business Services Business Tax Internship offers hands-on experience in the preparation of Business and Individual tax returns.  Interns will work closely with experienced tax professionals, gaining exposure to real client engagements, tax software, and the practical application of federal and state tax las.

 

JOB DUTIES

  • Assist in the preparation of business and individual tax returns under supervision. 
  • Prepares basic work papers, including clear and concise documentation. 
  • Effectively follows instruction and work towards meeting time budgets and deadlines for assigned areas and projects. 
  • Understands and adheres to client confidentiality standards. 
  • Develops open and cordial oral and written communication with appropriate client personnel to facilitate good relations and exceptional client service. 
  • Develops basic understanding of client's business to identify issues and provide constructive service suggestions.  
  • Communicate effectively with your team striving for open and honest dialogue in all interactions. 

 

 

 

REQUIRED EXPERIENCE / QUALIFICATIONS

  • Pursuing a bachelor’s degree in accounting or related field of study 

 

 

TECHNICAL SKILLS

  • Excellent interpersonal skills 
  • Strong written and verbal communication skills 
  • Strong analytical, teamwork and organizational skills 
  • Integrity, maturity, dependability, a positive attitude and a strong work ethic 
  • PC proficiency, including spreadsheet, word processing and presentation software applications 
  • Analytical skills with high detail orientation 
  • Research and understand professional frameworks, standards and guidance 

 

 

Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients. Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.