Boise - Internship

About Us

We are a multifaceted CPA firm with 15 offices across the Pacific Northwest providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof.

The Job

This position supports the tax and administrative teams during peak periods by assisting with document preparation, data organization, and general office tasks. This role provides hands-on exposure to the tax preparation process while developing administrative and professional skills in a public accounting environment.

What we need you to do:

• Assist with organizing and assembling tax return documentation


• Scan, upload, and file client documents in the firm’s systems


• Support digital workflow systems including HubSync (client portal) and AutoFlow (document processing)


• Monitor client document submissions and organizer completion through the HubSync portal


• Help ensure incoming documents are properly routed and organized within internal workflows


• Provide general administrative support such as filing, document preparation, and data entry

What you'll gain:

• Exposure to tax preparation processes and accounting firm operations


• Experience working with client document portals and workflow systems


• Professional experience in a collaborative office environment

Qualifications for this position:

• Current college student pursuing Accounting, Business Administration, or a related field preferred


• Strong attention to detail and organizational skills


• Basic proficiency with Microsoft Office


• Ability to handle confidential information and work in a fast-paced environment