Your Accounting Career Is About to Take Off

The right candidate will be willing and able to:

• Work with other client service team members to manage their timely resolution
• Identify potential high risk engagement issues
• Serve as technical resource for staff and promote their understanding of technical issues
• Develop suggestions for resolving technical issues
• Develop an understanding of the general economic, business, and regulatory factors effecting the client

What you’ll need:

• Active CPA license
• Proficient in corporate, individual and partnership taxation and planning
• Previous experience supervising and training staff and seniors preferred
• Excellent written and verbal communication and interpersonal skills
• Must be highly motivated and experience in managing multiple client engagements
• Ability to organize, multi-task and prioritize accordingly
• Proficient with Microsoft Office (Word, Excel, Outlook, etc.) and QuickBooks: Lacerte or ProSystem accounting software

Think you’d be a great fit? Click “Let’s Do This” and apply today!

The right candidate will be willing and able to:

• Review and sign complex 1040, 1041, 706, 709, 990 tax returns
• Confidently review Trust Agreements
• Understand and execute steps involved in the Trust Administration process
• Capable of working with attorneys to engage in trust-funding conversations with clients
• Research and consult on various estate, gift, and trust-related issues, such as trustee and beneficiary issues, Crummey obligations, and generation-skipping tax issues
• Recognize areas of potential technical issues and value-add opportunities in estate planning
• Serve as technical resource for staff and promote their understanding of technical issues through training and teaching
• Develop answers to resolve client related concerns and technical issues

What you’ll need:

• Active CPA license
• Proficient in trust, estate, and gift taxation and planning
• Previous experience signing Form 1040 and Form 1041 tax returns
• Previous experience supervising and training staff and seniors preferred
• Excellent written and verbal communication and interpersonal skills
• Must be highly motivated and have experience in managing multiple client engagements
• Ability to organize, multi-task and prioritize accordingly
• Proficient with Microsoft Office (Word, Excel, Outlook, ) and Lacerte or ProSystem accounting software

Think you’d be a great fit? Click “Let’s Do This” and apply today!

The Wertz & Company Internship Program provides aspiring accounting professionals with hands-on experience in a dynamic and professional environment. This structured program offers interns the opportunity to develop technical skills, gain exposure to real-world accounting practices, and work alongside experienced professionals.

Duration and Schedule

• Start Date: Jan 6, 2027
• End Date: May 15, 2027
• Program Length: 15 weeks (contingent on school schedule)
• Hours: Part-time, 20 hours/wk.

Eligibility and Qualifications

• Currently enrolled in an accredited Accounting, Finance, or Business program (Junior, Senior, or master’s level preferred)
• Strong academic record with coursework in financial accounting, auditing, and tax
• Prepared to learn Microsoft Excel and accounting software (e.g., QuickBooks)
• Strong analytical, communication, and problem-solving skills
• Ability to work both independently and as part of a team

Program Objectives

• Provide exposure to audit, tax, and advisory services
• Introduce technical competencies in financial statement preparation, tax return processing, and data analysis
• Enhance professional communication and teamwork skills
• Offer networking opportunities with professionals and firm leadership

Key Responsibilities

• Assist with preparing tax returns, tax documents and administrative procedures
• Support audit teams in conducting testing and risk assessments
• Perform data analysis, reconciliations, and research on accounting regulations
• Participate in client meetings and training sessions
• Collaborate with mentors on assigned projects and firm initiatives

Training and Mentorship

• Orientation and training sessions covering firm policies, accounting standards, and software tools
• Assigned mentor or supervisor for guidance and performance feedback
• Weekly professional development sessions on topics such as ethics, industry trends, and career growth

Evaluation and Career Opportunities

• Performance reviews at midpoint and end of internship
• Potential for full-time employment upon successful completion of the program

Application Process

• Required Documents: Resume, Cover Letter
• Interview Process: Internship qualifies as a working
• Apply by clicking the LET’S DO THIS button below
• Application Deadline by: Tuesday, November 10, 2026

Additional Benefits

• Competitive hourly wage
• Firm-sponsored team-building activities and social events
• Opportunity to work on real client engagements and case studies

Success in this role will be evaluated based on the accuracy, organization, and timeliness of completed work; responsiveness to clients and supervisors; identification and communication of engagement issues; compliance with professional and firm standards; continued technical development; progress toward CPA licensure; and readiness to accept increased responsibility.