Accounting & Office Administration Intern (Santa Cruz)

The Accounting & Office Administration Intern supports the daily operations of the firm by providing administrative, client service, and bookkeeping assistance. This position helps keep the office running efficiently, client communications professional, and accounting tasks accurate and timely. The intern will gain hands-on experience in accounting, bookkeeping, payroll, and business operations while working closely with firm leadership.

The ideal candidate is professional, organized, detail-oriented, and eager to learn.

This is not a remote position. Our office is located in Santa Cruz.

Primary Responsibilities

• Answer incoming phone calls professionally and direct calls appropriately
• Greet clients and visitors
• Schedule appointments and coordinate calendars
• Assist with outbound communications and correspondence
• Organize and maintain electronic and physical files
• Prepare, scan, and upload documents
• Maintain a clean, organized, and professional office environment
• Assist with office supply inventory and ordering
• Support team members with administrative projects

• Assist with bookkeeping and data entry, including invoices, payments, reconciliations, and transaction posting
• Organize client financial records and documentation
• Assist with invoice preparation and payment tracking
• Support bank and credit card reconciliations
• Review documents for completeness and accuracy
• Learn and use accounting software, including QuickBooks
• Assist with payroll processing activities as assigned
• Support month-end and client accounting projects

• Communicate with clients professionally and courteously
• Assist with gathering requested information from clients
• Help ensure client deliverables are completed on time and accurately
• Maintain confidentiality of all client information

Required Qualifications

• High school diploma; currently enrolled in college or a recent graduate
• Strong attention to detail and organizational skills
• Professional verbal and written communication skills
• Strong customer service skills
• Proficiency with Microsoft Word, Excel, and Outlook
• Ability to handle confidential information responsibly
• Dependable and punctual
• Positive attitude and willingness to learn

Preferred Qualifications

• Degree or coursework in Accounting, Finance, Business Administration, or a related field
• Prior office, customer service, or administrative experience
• Familiarity with Excel formulas and spreadsheets
• Exposure to QuickBooks or other accounting software
• Interest in a career in accounting, bookkeeping, finance, or business operations

This is an opportunity to build practical skills while contributing to the work of a growing accounting and advisory firm.