Tax Intern

Job description dated on: May 8, 2025

Job title: Tax Intern                                                                                            Pay range: $16/hour

Department / Team: Tax Team                                                                        Reports to: John Kirkland

Position overview: The Tax Internship at DiMercurio Advisors plays a critical support role in our mission to empower small business owners through clear, accurate, and timely tax guidance. This position offers hands-on experience in tax preparation, client communication, and practical accounting skills, making it an ideal stepping stone for those pursuing a career in tax and accounting.

Here's what you'll be doing on a typical day:              

• Preparing individual, partnership, and S corporation tax returns, including 1040s, 1065s, and 1120Ss.
• Assisting with quarterly and year-end tax estimates, ensuring clients are aware of potential liabilities.
• Preparing workpapers to support tax filings, ensuring accuracy and compliance.
• Following up with clients for outstanding documents and information needed to complete returns.
• Collaborating with tax preparers and advisors on more complex tax issues as needed.
• Researching federal, Florida state, and other relevant state tax laws and regulations.
• Learning and utilizing CCH Axcess Tax and other tax software for data entry and return processing.

Preferred technical skills:

• Basic Tax Knowledge: Basic understanding of individual, partnership, and S corporation taxation.
• Data Entry Accuracy: Strong attention to detail with experience in manual data entry, minimizing errors during tax return preparation. Understanding the importance of accuracy in tax preparation.
• Familiarity with Tax Preparation Software: Knowledge of tax preparation software, preferably CCH Axcess Tax.
• Microsoft Excel Proficiency: Ability to use formulas, pivot tables, and data analysis tools for organizing and reviewing transaction data.

Required soft skills

We expect the typical soft skills you'd see in a professional services environment, including (but not limited) to:

• Strong interpersonal and communication skills
• Ability to work both independently and in a team environment
• Problem-solving aptitude
• Attention to detail and a high level of accuracy
• Strong time management and organizational skills

Education:

• Actively pursuing a degree in accounting, finance, or a related field.
• CPA or EA track preferred, but not required.

Travel: Minimal travel will be required for this position.

Location & schedule   Our team builds trust with each other by openly communicating about work schedules with each other.  Specifics include:

• Hybrid position
  • 3 days in the office, with Wednesdays a required day.  Working hours 9AM-5PM.
• 2 days work from home (or the office, if you desire).  Working hours flexible.