INTERNSHIP DETAILS

Tax Intern

CompanyWaverly Advisors, LLC
LocationDayton
Work ModeOn Site
PostedOctober 7, 2026
Internship Information
Core Responsibilities
The intern will assist the team with administrative tasks, including scanning, copying, and electronically filing tax documents and client records. They will also support tax professionals by preparing workpapers and maintaining accurate client information in office systems.
Internship Type
full time
Company Size
333
Visa Sponsorship
No
Language
English
Working Hours
40 hours
Apply Now →

You'll be redirected to
the company's application page

About The Company
Welcome to Waverly Advisors, LLC—simplifying the complexities of wealth management and financial planning since 1999. Our passion drives us, integrity guides us, and earning your trust is central to our mission. For more than two decades, we’ve helped clients navigate the sophisticated needs that come with wealth. With 290+ team members in offices across the U.S., we provide comprehensive services rooted in strong personal relationships, disciplined strategies, and independent advice. As a fee-only, federally registered investment advisory firm, we serve high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions—managing over $17.3 billion in assets. Our retirement plan services include plan design, consulting, and investment oversight, operating as an ERISA 3(38) fiduciary. At Waverly, we listen. We take time to understand your goals, then build tailored strategies designed to support your life, family, and future. You don’t work with just one advisor—you gain a full team of specialists with deep technical knowledge and a shared commitment to your best interest. Our fiduciary standard means we are bound by the duties of care and loyalty—always putting your needs first. We recognize that every wealth journey is different, and our advice evolves with yours. While expertise is essential, what sets us apart is empathy. Our team brings curiosity, care, and long-term perspective to every relationship—helping you move forward with clarity and confidence. Investment advisory services are offered by Waverly Advisors, LLC, ("Waverly"), an investment adviser registered with the Securities and Exchange Commission. ©2025 Waverly Advisors, LLC. All rights reserved.
About the Role

Tax Season Intern

Location: Centerville, OH
Employment Type: Seasonal / Internship
Schedule: Part-Time/Flexible

About the Position

We are seeking dependable and organized Tax Season Interns to support our team during the busy tax season. This is an excellent opportunity for a student or aspiring business or accounting professional to gain hands-on experience in a professional tax and wealth advisory environment.

The intern will assist with administrative tasks, client documentation, data entry, document organization, and general office support while helping our team maintain an efficient workflow throughout tax season.

Responsibilities

  • Organize, scan, copy, and electronically file tax documents and client records
  • Assist with assembling and preparing tax return workpapers
  • Enter and maintain client information accurately in office systems
  • Maintain organized digital and physical filing systems
  • Support tax professionals with administrative tasks during peak season
  • Handle confidential client information with professionalism and discretion
  • Perform other office and administrative duties as assigned

Qualifications

  • Currently enrolled in college, preferably studying Business, Accounting, Finance, or a related field
  • Strong attention to detail and organizational skills
  • Comfortable working with computers and Microsoft Office
  • Ability to learn new software and office systems quickly
  • Strong written and verbal communication skills
  • Professional, dependable, and able to maintain confidentiality
  • Ability to work independently while also supporting a team

What You'll Gain

  • Practical exposure to the tax preparation process
  • Experience working in a professional tax and wealth advisory environment
  • Opportunities to develop administrative, organizational, and client-service skills
  • Exposure to tax software and office procedures
  • Valuable experience for students pursuing careers in business, accounting, or finance

Schedule

This is a seasonal position designed to provide additional administrative support during tax season. Specific schedule and start/end dates will be discussed during the interview process.

Key Skills
Tax preparationData entryDocument organizationMicrosoft OfficeAdministrative supportAttention to detailCommunication skillsConfidentialityFiling systemsTime management
Categories
Finance & AccountingAdministrative