The CPA Dude was founded in 2019 with a core mission of helping individuals and small businesses save on taxes. Built around the belief that hardworking individuals deserve to retain more of what they earn, we focus on educating clients on tax minimization strategies and long-term financial planning.
Since our founding, we have grown steadily while remaining true to our core values. Today, we are a specialty tax advisory firm dedicated to delivering personalized tax services and tailored strategies grounded in technical precision, client trust, and analytical rigor.
This internship is a structured, educational opportunity designed for students seeking early exposure to professional tax advisory environments.
Key Responsibilities:
- Shadow professionals across business solutions, tax, and advisory engagements
- Observe client workflows related to tax filing, tax strategy & planning (business and personal)
- Assist with basic bookkeeping review and financial data organization
- Gain exposure to business formation processes, including entity setup and structuring workflows
- Observe payroll setup processes and ongoing compliance procedures
- Support operational workflows including client onboarding and offboarding processes
- Gain exposure to billing, invoicing, and client account management systems
- Observe annual compliance processes such as report renewals and recurring filings
- Assist with light data preparation supporting tax filings, reporting, and internal documentation
- Participate in internal training sessions covering tax, operations, and advisory services
- Complete guided educational exercises across tax, accounting, and operational service areas
