Summary/Objective

Reporting to the Accounting Manager, the Bookkeeping Intern supports the firm’s monthly client accounting work, including bank and credit card reconciliations, journal entries, and the preparation of balance sheets and income statements for a growing CPA firm specializing in financial planning to national clientele. This internship offers hands-on experience with real client engagements, along with mentorship and review from experienced accounting staff.

Responsibilities and Duties

1.    Reconcile bank and credit card accounts monthly and prepare them for review

2.    Record transactions and month-end journal entries, including entries to reconcile balance sheet accounts to supporting documents

3.    Assist in preparing monthly and quarterly financial statements, and review the general ledger for accuracy and completeness

4.    Record after-the-fact payroll journal entries from payroll summaries

5.    Assist with year-end preparation of Forms 1099 and 1096

6.    Organize and maintain client supporting documents in the firm’s document management system

7.    Communicate with clients, under supervision to request missing information or documents

8.    Support multiple client engagements and help meet monthly reporting deadlines for clients and planning teams

What You’ll Learn

1.    The full monthly close cycle for small business clients

2.    Practical use of cloud accounting software [e.g., QuickBooks Online, Xero, Double]

3.    How bookkeeping supports tax preparation and financial planning in a CPA firm

4.    Professional client communication and confidentiality standards

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

• Individual working towards bachelor's degree in accounting, tax or related field

• GPA of 3.0 or higher preferred

• QuickBooks and Xero software experience preferred

• Strong communication, interpersonal and organizational skills

• Proficiency in Microsoft Office with an emphasis on MS Excel

• Proficiency in Adobe Acrobat preferred

• Act as a team player and demonstrate a positive attitude

Travel

No travel is expected for this position.

Work Environment

This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 

Physical Demands

This is a largely sedentary role; however, some filing may be required.

Position Type and Expected Hours of Work
This is an non-exempt, internship position that can be filled on either a part-time or full-time basis, with a minimum commitment of 20 hours per week. Days and hours of work are Monday through Friday 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval.

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023, 2026)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.