First Financial Federal Credit Union of Maryland · 2 months ago
Tax Intern
First Financial Federal Credit Union of Maryland is seeking a Tax Intern to assist with processing tax returns. The role involves collecting and organizing data from clients, inputting information on tax forms, and ensuring accuracy in tax filings.
BankingCredit CardsFinancial ServicesWealth Management
Responsibilities
Input pertinent tax information and data from tax documents and worksheets for federal and state tax returns using ProSeries software and review for accuracy
Create spreadsheets in Excel to compile/reconcile client data
Research and apply tax codes based on federal and state requirements
Contact clients for missing information
Identify and extract information provided on source documents such as brokerage statements, W-2s, Form 1099s, Form 1098s, client worksheets, FDI worksheets, etc
Process tax returns which includes collecting and organizing data from clients, inputting pertinent information on the appropriate federal and state tax forms, schedules and worksheets such as Forms 1040, 8283, 502, Schedules 1-6, A, B, C, D and E, and Social Security Benefits Worksheet using the tax software, source documents and FDI work papers, contacting clients for missing information, reviewing the completed tax returns for accuracy, etc
Help clients with tax return pick up
Provide instruction to the client to complete the filing process for federal and state returns, remit payment for balances, remit estimated tax payments, etc
Secure signatures and all documents required to comply with the electronic e-file process for the federal and state authorities
Scan tax documents and package finalized tax returns and related documents
Provide telephone support and assist clients and staff as needed
Perform other general office duties as needed
Qualification
Required
Ability to multi-task
Desire to learn software programs, IRS and state tax return filing requirements
Detail oriented to accurately complete tasks associated with completing and filing tax returns for clients
Possess good communication and interpersonal skills
Ability and willingness to learn office operations and effectively support staff
Bachelors or Graduate Degree within Accounting
Preferred
Knowledge of accounting and tax software such as QuickBooks and ProSeries helpful
Company
First Financial Federal Credit Union of Maryland
Founded in 1953, First Financial of Maryland Federal Credit Union proudly serves the employees, students, and parents of the Baltimore, Carroll, Somerset and Worcester County Public School systems, as well as the employees and families of many area businesses, hospitals, private schools, and colleges.
Funding
Current Stage
Growth StageLeadership Team
Recent News
News - StartUp Beat
2025-09-07
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2025-07-24
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