Client Accounting & Advisory Services (CAAS) Seasonal

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

Please note. This is a temporary position with the following start and end dates:

• Start Date: Wednesday, January 6
• End Date: Wednesday, February 3

We are seeking detail-oriented and tech-savvy CAAS Seasonals to support our firm during the busy 1099 season. This is a short-term, project-based position ideal for individuals looking to gain hands-on experience in tax preparation, accounting software, and digital workflow tools.

Key Responsibilities

• Identify vendors in client Double files who require 1099s.
• Collect and update W-9 information in QBO and Double as needed.
• Generate draft 1099 forms.
• Import completed Excel templates into 1099 software to create drafts.
• Send draft 1099s to clients via Adobe Sign for approval.
• Submit approved 1099s electronically through our 1099 software.
• Upload relevant documents to client files.
• Perform additional tasks such as running reports from QBO for tax clients.
• Other duties within the scope of the practice. 

Training Includes

• IRS 1099 requirements and reporting basics.
• Step-by-step use of Tax 1099 software.
• Adobe Sign workflow for client approvals.
• Customer document handling and organization.

Tools You’ll Use

• QuickBooks Online (QBO)
• Tax 1099 Software
• Adobe Sign
• Smartsheet
• Double
• Excel

Ideal Candidate

• Pursuing a degree in accounting or finance with a minimum 3.25 GPA.
• Proficient in accounting software, digital tools, and Excel.
• Detail oriented with strong communication and organizational skills and the ability to manage deadlines.
• Available to work a minimum of 30 hours per week during January and February 2027 in an office environment.

WHY YOU SHOULD JOIN US

• Approachable leaders (Learn from the top.)

• A team-driven, collaborative environment. (Teamwork makes the dream work, as they say.)

• Hands-on experience with real client work. (Our interns don’t just do busy work.)

• Broad exposure to different industries and aspects of our business. (We’re a big enough firm for that.)

• One-on-one attention focused on your growth. (We’re a small enough firm for that.)

NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements
While performing the duties of this job, the employee is:
•    Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
•    Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
•    Use written and oral communication skills. 
•    Read and interpret data, information, and documents. 
•    Observe and interpret situations. 
•    Work under deadlines with frequent interruptions; and
•    Interact with internal and external customers and others in the course of work.