Advisory Intern (Fall 2026)

Advisory Intern: The Advisory Intern role is responsible for learning and applying accounting standards and technical financial statement preparation skills, while assisting with assigned tasks and project components under close coaching and supervision.

Duties/Responsibilities:

• Assist with preparation, compilation, and review assignments as assigned by the Firm.
• Observes and participates in client meetings and correspondence alongside supervisor.
• Develop effective communication with clients/engaging clients in a professional manner.
• Import client trial balance using Trial Balance software within Engagement.
• Pull reports and ledgers from client’s accounting system.
• Read and interpret client ledgers and data.
• Identify issues within the engagement and provide support in addressing them.
• Show proficiency in posting journal entries.
• Link trial balance to financial statements within Engagement.
• Update note disclosures to reflect current year financial statements.
• Maintaining an audit trail of all documentation related to an audit, including workpapers and documentation used to support conclusions.
• Assit on varying sections of audits and AUP engagements.
• Receptive to counseling and feedback. Actively puts feedback into practice moving forward.
• Promote the Firm with our clients, business associates and through community events.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Basic knowledge and accounting knowledge such as debits and credits.
• Begin developing an understanding of and ability to adhere to generally accepted accounting principles.
• Work to become proficient with accounting software.
• Excellent organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite or similar software.

Education and Experience:

• In process to complete a Bachelor’s degree in Accounting, Finance, or related discipline required.
• Expected graduation December 2026 or May 2027

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.