Tax Internship – Spring (Part Time)

Tax Internship – Spring (Part Time)

Who We Are

We are a boutique consulting firm who empowers business owners for greater financial success. At Forge we work with small business owners to proactively plan for the future and accurately account for the past. We take time to understand our client’s needs and guide them towards achieving their goals through thoughtful explanations, valuable insights, and practical solutions. We’re proud to provide small businesses and nonprofit organizations what they need to make smart financial decisions so they can thrive and reach their goals.

We are based in West Des Moines, Iowa.  Our team of nearly 40 professionals serves our clients in Iowa and across the U.S.  We are inspired by our purpose to help business owners grow their business, and we’re relentless about providing our people a distinct culture that prioritizes work/life balance Yes, at Forge you can have a meaningful career and a meaningful life.

Who We’re Looking For

Students pursuing a degree in Business Finance or Accounting who align to our values and are seeking real-world experience in tax planning, consultation and preparation while gaining knowledge and exposure to outsourced accounting services.

What you’ll do

At Forge, we help business owners grow their business, and we’ll help you grow your career:

  • Learn about and understand the firm’s overall purpose, vision, values, and how we help our clients.
  • Develop professional communication and collaboration skills to build positive relationships with both clients and team members.
  • With support and mentoring from experienced Finance and Accounting professionals, contribute to tax planning, consulting, and preparation for businesses, individuals, and non-profit organizations.
  • Gain exposure to finance and accounting advisory services as you explore your career interests.
  • Learn and utilize a variety of finance and accounting technology solutions.

What you’ll need

  • A strong alignment and willingness to consistently demonstrate Forge’s core values
  • Bachelor’s degree in business and/or accounting
  • CPA or Enrolled Agent certification is strongly preferred
  • 3 to 5 years of experience in public or private accounting with tax experience and capabilities
  • Strong communication skills
  • Proficiency with Microsoft Office (Outlook, PowerPoint, Excel, Teams, Share Point, etc.) and the ability to stay ahead of the curve with continual technology advancements
  • Ability to manage multiple deadlines and priorities
  • Experience using various Thomson Reuters software applications and QuickBooks preferred
  • Demonstrated high level of discretion and confidentiality
  • Ability to execute and collaborate effectively in a virtual environment (on-site and remote).

What you’ll experience

At Forge, we believe doing great work goes hand in hand with living a great life. Here, you’ll experience:

  • Meaningful work. We’re passionate about helping small businesses and nonprofits thrive. Every member of the Forge team makes a positive impact on the clients we serve.
  • Flexibility and autonomy. Our culture is centered on flexibility, autonomy, and freedom. We challenge ourselves to continue growing, as individuals and as a team, and we monitor contributions and collaboration, not the clock. Plus, enjoy a flexible schedule where you have the freedom to work remotely full-time or part-time based on how you do your best work.
  • Personal and professional development. You’ll get access to training and development that advance your technical skills and positively impact your life and your work, including productivity management, prioritization, goal setting, Enneagram, and Kolbe.
  • Work-life balance. 50-hour work weeks? No, thank you. At Forge, work-life balance isn’t a luxury – it’s a necessity. We believe working too many hours is counterproductive, so we work smarter, not harder. We invest in the Full Focus productivity system for every team member, which includes training and quarterly planners.
  • Dress for your day. Our flexible dress code allows team members to dress for their calendar each day. We encourage jeans and business casual attire if you don’t have client appointments.

Our Benefits Help You Succeed at Work and Life

We offer competitive pay and comprehensive benefits, including:

Personal

  • Standard 40-hour work week
  • 50-hour work week max during busy season
  • 5 weeks of paid time off
  • 10 paid holidays
  • Paid parental leave
  • Flexible work schedules
  • Your choice of remote, hybrid, or in-office working
  • Social activities and outings
  • Limited (or no) overnight travel

Health

  • Medical, dental, and vision insurance
  • Employee Assistance Program
  • Employer-provided life insurance and disability coverage
  • Flexible spending accounts
  • 401k profit sharing plan with employer-paid contribution

Career

  • CPA exam support
  • Progressive and supportive leadership team
  • Access to leading technology tools
  • Continuous training and development
  • Full Focus productivity system training and planners
  • Diverse client base

Ready to Forge Ahead with Us?