Tax Internship (2027 Tax Season)
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HCM Wealth Advisors & CPAs
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Tax Internship (2027 Tax Season)
HCM Wealth Advisors & CPAs
Posted 3 months ago
Internship
Cincinnati, Ohio
In Person
Smart Summary
Responsibilities
Assist in the preparation of individual income tax returns, extensions, and estimated tax payment vouchers. Support the full tax return lifecycle from document intake through final delivery while gaining exposure to wealth planning.
Qualifications
You are currently pursuing a Bachelor's or Master's degree in Accounting, Finance, or a related field. You possess strong organizational skills, a high attention to detail, and proficiency in Microsoft Word and Excel. An intention to pursue CPA certification is preferred.
Must Have Skills for ATS
Tax Preparation
Form 1040
CPA certification
Microsoft Word
Microsoft Excel
Job Description
HCM Wealth Advisors & CPAs – Cincinnati, Ohio
About Us
HCM Wealth Advisors & CPAs is an independent, fee-only wealth management and Registered Investment Advisor (RIA) firm based in Cincinnati, Ohio. We provide integrated wealth management, tax planning, and accounting services to help successful professionals and business owners achieve long-term financial success.
Our collaborative approach allows team members to gain exposure beyond traditional tax work—offering insight into how tax strategy fits into comprehensive financial planning.
Position Overview
We are seeking a motivated and detail-oriented Tax Intern to join our team for the 2027 tax season (January/February through April). This is a paid internship with flexible scheduling to accommodate academic commitments, offering both part-time and full-time opportunities. Please note that this position is fully in-office and will require on-site attendance at our Cincinnati office location.
In addition, we encourage selected candidates to begin working with our team in Summer 2026 and complete their tax internship during the 2027 tax season. This early start provides valuable training, exposure to our systems and processes, and the opportunity to assist with various projects ahead of the busy tax season. Summer hours are highly flexible, typically ranging from 10–20 hours per week.
What You’ll Do
Tax Preparation & Support
Learning & Development
Team Support
Qualifications
What You’ll Gain
Compensation
Why Join HCM Wealth Advisors & CPAs?
Additional Information
HCM Wealth Advisors & CPAs is an equal opportunity employer committed to fostering a diverse and inclusive workplace. This job description is not exhaustive and may be modified as business needs evolve.
About Us
HCM Wealth Advisors & CPAs is an independent, fee-only wealth management and Registered Investment Advisor (RIA) firm based in Cincinnati, Ohio. We provide integrated wealth management, tax planning, and accounting services to help successful professionals and business owners achieve long-term financial success.
Our collaborative approach allows team members to gain exposure beyond traditional tax work—offering insight into how tax strategy fits into comprehensive financial planning.
Position Overview
We are seeking a motivated and detail-oriented Tax Intern to join our team for the 2027 tax season (January/February through April). This is a paid internship with flexible scheduling to accommodate academic commitments, offering both part-time and full-time opportunities. Please note that this position is fully in-office and will require on-site attendance at our Cincinnati office location.
In addition, we encourage selected candidates to begin working with our team in Summer 2026 and complete their tax internship during the 2027 tax season. This early start provides valuable training, exposure to our systems and processes, and the opportunity to assist with various projects ahead of the busy tax season. Summer hours are highly flexible, typically ranging from 10–20 hours per week.
What You’ll Do
Tax Preparation & Support
- Assist in preparing individual income tax returns (Form 1040)
- Prepare extensions and estimated tax payment vouchers
- Organize and review client documents for accuracy and completeness
- Support the tax return process from intake through final delivery
Learning & Development
- Shadow tax professionals at various levels to gain real-world experience
- Learn the full lifecycle of tax return preparation and client service
- Develop proficiency in tax and accounting software systems
- Gain exposure to retirement and wealth planning concepts as they relate to tax reporting
Team Support
- Assist administrative and tax teams with various operational tasks
- Ensure timely, accurate, and high-quality deliverables
- Adhere to firm quality control and compliance standards
- Contribute to special projects and team initiatives as needed
Qualifications
- Currently pursuing a Bachelor’s or Master’s degree in Accounting, Finance, or a related field
- Intention to pursue CPA certification preferred
- Strong organizational and time management skills
- High attention to detail and analytical thinking abilities
- Effective written and verbal communication skills
- Ability to work both independently and collaboratively in a team environment
- Proficiency in Microsoft Word and Excel
What You’ll Gain
- Hands-on experience preparing real tax returns
- Exposure to a collaborative wealth management and tax environment
- Mentorship from experienced professionals
- Insight into career paths in public accounting and wealth management
- Opportunity to build a strong professional foundation for future roles
Compensation
- Paid internship (hourly rate)
Why Join HCM Wealth Advisors & CPAs?
- Supportive, team-oriented culture
- Flexible scheduling around your classes
- Meaningful, real-world experience (not just administrative tasks)
- Opportunity to grow your skills in both tax and financial planning
Additional Information
HCM Wealth Advisors & CPAs is an equal opportunity employer committed to fostering a diverse and inclusive workplace. This job description is not exhaustive and may be modified as business needs evolve.
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HCM Wealth Advisors & CPAs
A Cincinnati retirement and financial planning firm, HCM is a fiduciary fee-only Registered Investment Advisor firm dedicated to serving families and business owners looking for retirement solutions that will allow them to attain financial independence. HCM also specializes in working with P&G retirees, alumni or those taking a separation package. For over 25 years, we have offered professional portfolio management services utilizing technology, independent research and the analytical skills of our investment team.
Our loyalties are always aligned with our clients' best interests. Our goal is to be your trusted advisor based on integrity, knowledge and personalized service. If Financial Independence is important to you, we should talk.
HCM Investment and Planning Services:
• P&G Retirement Planning
• Customized planning for Financial Independence
• Retirement income and cash flow modeling
• Incorporating a core and tactical asset allocation
• Portfolio Risk Management
• Implementing tax-efficient portfolio management
• Building and protecting portfolio income with bond ladders
• Planning for education expenses
• Coordination of your team of professional advisors (CPA, Attorney, Insurance and Others)
Ranking HCM as one of "America's Top RIAs" was performed by by Financial Advisor Magazine and announced on July 15, 2022. Analysis was conducted on data from 2020 to 2021. More information is on Financial Advisor Magazine's website: https://www.fa-mag.com/
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