Administrative Intern jobs in United States
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KerberRose ยท 3 days ago

Administrative Intern

KerberRose is a trusted advisor for all accounting services throughout Wisconsin, and they are seeking an enthusiastic and detail-oriented Administrative Intern to assist with various accounting and tax-related tasks. This internship offers practical, hands-on experience in tax preparation, project management, client relations, and office administration.

Accounting
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Work & Life Balance

Responsibilities

Assist in the preparation and assembly of individual and business tax returns by retrieving completed tax returns from electronic filing software (GoFileRoom) and organizing them according to client preferences
Manage and organize client tax documents (e.g., W-2s, 1099s, K-1s) through various methods, including electronic client portals, mail, in-person drop-offs, and Safesend
Enter data and documents into specialized tax processing software (e.g., SurePrep) and track projects using electronic project management software (FirmFlow)
Interact with clients, answer inquiries, and provide assistance with tax-related matters, including explaining the process, e-file forms, estimates, and other tax information, as well as managing document collection, appointment scheduling, and payment processing
Support the preparation of business engagement letters and assist with various tasks related to servicing business clients
Gain hands-on experience with office equipment (e.g., pressure sealers, scanners) and software tools, including the Microsoft Office Suite (Outlook, Teams, Adobe) and Thomson Reuters
Assist with accounts receivable collections and online payment processing
Contribute to additional projects as needed

Qualification

Accounting software proficiencyTax preparation knowledgeMicrosoft Office proficiencyAttention to detailOrganizational skillsVerbal communicationWritten communicationConfidentialityFast-paced environment

Required

Strong attention to detail and organizational skills
Excellent verbal and written communication skills
Ability to maintain confidentiality and work in a fast-paced environment
Proficient in Microsoft Office software (Outlook, Teams, Word, Excel, and Adobe)

Preferred

Currently enrolled in an accounting program (preferred but not required)
Basic knowledge of tax preparation processes is a plus, but on-the-job training will be provided

Company

KerberRose

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In the 1980s, three like-minded practitioners in Shawano, WI, shared a vision of offering proactive, personalized tax and accounting services to local individuals and businesses.

Funding

Current Stage
Growth Stage

Leadership Team

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Lucas Koenig
CTO / Shareholder
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David Minch, CPA
Partner
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Company data provided by crunchbase