Tax Planning Internship Program
Weeks 1–3: Intro to Verde Capital Management and our process; general onboarding and compliance training; set unique internship goals; and introduction to firm operations. Shadow each Operations team member. Explore the client experience. Software training includes: ProConnect Tax Online, eMoney, Black Diamond, Salesforce, and more. Introduction to Verde’s tax preparation systems and processes.
Weeks 4–7: Shadow Service Advisors alongside other interns to learn how client requests and financial goals intersect with tax planning. Sit in on client conversations where tax considerations arise. Begin hands-on tax preparation work with the CPA, including organizing client documents, inputting data into ProConnect, and identifying missing or incomplete items. Learn how tax planning fits into broader financial conversations and portfolio strategies.
Weeks 8–13: Deepen involvement in individual tax return preparation. Continue working directly with the CPA on preparing client tax returns. Collaborate with Service Advisors to spot tax planning opportunities during client reviews. Help draft internal resources and explore how this role evolves into long-term tax planning support. Review unique internship goals; wrap up projects; draft letter to the next intern(s).
Specific Projects
(Sample of potential individual and/or group projects)
Tax Preparation – Support the CPA in preparing individual client tax returns. Learn to review source documents, enter tax data, troubleshoot tax issues, and assist in e-filing. Track progress in workflow systems and maintain accurate documentation.
Tax Planning Research – Research current and proposed tax laws. Help draft client-friendly summaries or internal planning memos on relevant tax strategies.
AI & Automation in Tax Prep – Investigate how artificial intelligence and automation tools could streamline the tax preparation process. Explore efficiencies in document intake, review, delivery, and communication. Identify ways to save time, reduce manual work, and improve the client experience through smart automation.
Standard Operating Procedures (SOPs) – Create and document step-by-step tax preparation workflows. Develop clear, repeatable procedures for intake, review, client communication, software use, and file storage. Help ensure consistency and scalability for future tax seasons.
Collaboration – Work closely with Service Advisors, the CPA, and Operations team members to align tax prep and planning with clients’ financial goals.
Marketing & Presentations – Assist in developing tax education materials for clients or the team. Help translate complex tax topics into clear, visual formats.
Client & Team Events – Help to organize and attend (schedule permitting) Verde Capital Management employee events, client events, and volunteer days in the local community.
Business Operations – Explore behind the scenes of how to market for, budget for, manage, maintain, and grow three successful businesses (Verde Capital Management, Inc.; Verde Real Estate, LLC; and Narrin Farms, LLC).
Compliance – Work with the CPA and Compliance team on procedures related to tax recordkeeping, client communication tracking, and annual documentation review.
Recruitment Schedule 2025-2026
- Apply for the Summer 2026 Internship Program via Handshake
- Include a current resume
- Cover letter optional (but encouraged)
- Julia Snedden & Riley Manwaring will reach out to schedule an Initial Phone Interview with qualified candidates
- Review the Internship Program presentation before your interview (sent with request to schedule an initial interview)
- If Riley & Julia feel you are a good fit for the program, you will be contacted for an in-person interview.
- A final round of panel interviews with a select group of VCM Team Members may be scheduled before final candidate selections are made.
- Internship starts on/about May 18, 2026.
Note: This is a full-time onsite internship in Clarkston, MI. We do not offer housing options. Selected interns will be responsible for securing nearby housing.