Tax Preparation Internship - 25

Job purpose

Trajan Tax is growing, and we're looking for a detail-oriented Tax Intern to support our expanding CPA practice in Scottsdale AZ. This role offers hands-on experience across individual and business tax preparation, year-end reporting, and general accounting tasks. It's a strong opportunity for someone looking to build practical skills in a professional tax environment.

This role would be onsite at our Scottsdale corporate headquarters. This is a paid internship and we are open to full or part time hours. This internship will run from mid January through the end of April.

Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA), Estate Planning, and Tax Services firm dedicated to providing clients with integrated and personalized financial strategies. Through Trajan Tax, we offer clients comprehensive planning that goes beyond investments to include proactive tax strategies designed to maximize efficiency and protect wealth. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service.

Duties and responsibilities

• Prepare individual and business tax returns (Forms 1040, 1120C, 1120S, 1065, 1041), including data entry, client follow-up, tax research, and analytical review.
• Assist with year-end filings such as 1099s, W-2/W-3 forms, personal property tax, and sales tax returns.
• Support compilation and financial statement preparation: enter checks and deposits, complete bank and credit card reconciliations, post journal entries, manage invoicing, process payments, and track accounts receivable and accounts payable.
• Assist our internal finance group as needed.

Qualifications

• Enrolled or completed bachelor's or master's degree in accounting, finance, business, or a related field.
• Proficiency in Microsoft Office Suite, especially Excel.
• Completed individual taxation class work/basic understanding of tax laws and regulations.
• CPA Eligible preferred
• Previous tax preparation or accounting experience is a plus.

Benefits

• $25 per hour pay rate
• Flexible Schedule with a minimum of 20 working hours per week
• Future career growth
• Exposure to a variety of client tax preparation
• Exposure to the wealth management industry