Carson Group · 7 hours ago
Tax Prep Intern
Omaha, NE
Internship
Onsite
Intern
$17/hr - $22/hrCarson Group is a company dedicated to providing trusted financial advice and services. They are seeking a Tax Prep Intern to support in-house tax preparation and advanced planning services, assisting with compliance, documentation, and workflow execution within a professional wealth-management tax function.
AdviceEducationFinancial ServicesMarketing
Responsibilities
Assist with the preparation of individual federal and state income tax returns under the supervision of licensed professionals
Perform preliminary data entry using tax preparation software
Support quality control checks, form review, formatting, and compliance verification
Research basic tax questions and summarize findings for internal use
Organize, digitize, and maintain client tax documents and workpapers in accordance with data security and compliance protocols
Maintain accurate notes, task documentation, and internal CRM or workflow records
Support file requests, document follow-up, and record accuracy throughout the tax preparation lifecycle
Support intake, tracking, and workflow management for tax preparation cases
Assist with scheduling coordination, internal handoffs, and deadline management
Help ensure tax cases progress efficiently through established processes
Support tax planning deliverables for wealth advisors and private client workstreams
Assist with client communication coordination as directed
Observe client tax interviews, planning meetings, and cross-functional collaboration when appropriate
Participate in internal tax and planning meetings as needed
Engage in ongoing learning related to tax workflows, tools, and professional standards
Contribute to continuous improvement efforts related to process efficiency and documentation quality
Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives
Qualification
Required
Strong interest in tax preparation, tax planning, or financial planning careers required
High attention to detail, accuracy, and ability to handle confidential client information required
Demonstrated organizational skills and ability to manage competing priorities required
Strong written and verbal communication skills required
Ability to learn and use tax preparation software, secure document vaults, workflow tools, CRM systems, and Microsoft Excel required
Ability to work both independently and collaboratively in a fast-paced, deadline-driven environment required
Bachelor's degree in Accounting, Finance, Financial Planning, Economics, or a related field in progress, with undergraduate junior or senior standing required, or first-year law student (One L) status required
Preferred
Prior coursework or exposure to accounting, personal finance, or tax concepts preferred
Benefits
Bonus potential
401(k) plus matching
Health benefits
Company
Carson Group
Carson Group serves financial advisors and investors through its businesses.
Founded in 2012
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Bain Capital
2021-07-14Private Equity
Leadership Team
L
Liz Fishbaugh
Vice President, Business Development
Danielle Fava
Chief Strategy Officer (CSO)
Recent News
2026-01-17
GlobeNewswire
2026-01-16
2026-01-13
Company data provided by crunchbase