Sales & AI Workflow Intern (Tax/Audit/Consulting Technology)

InflowSheet Technologies — AI for Accounting | Remote | Part-Time | Internship + Commission

Are you interested in AI, Tax, Audit, or Consulting technology?

Do you want hands-on experience working directly with a former CIO/CISO who built AI tools for one of the largest CPA organizations in the U.S.?

Do you want real exposure to AI workflow automation, Microsoft 365 integration, and SaaS client acquisition?

If so, this is a rare early-stage opportunity to get meaningful experience in a fast-growing technology company focused on AI for Tax, Audit, and Advisory firms.

About the Company

InflowSheet is an AI-powered client collaboration & workflow platform designed for CPA firms.

Tax, Audit, and Consulting teams use InflowSheet to automate:

• Document collection
• Tax & audit PBC request lists
• AI document classification & extraction
• E-signatures & return processing workflows
• AI-driven summaries & anomaly detection
• Microsoft 365 integrated client collaboration

You will get exposure to real AI used by accounting professionals, and learn how modern CPA firms are transforming their workflows.

What You Will Learn (This is what makes it appealing):

• AI for Tax & Audit Workflows
• How AI recognizes K-1s, W-2s, 1099s, organizer pages, audit PBCs
• How machine learning extracts key financial data
• How AI flags missing documents, anomalies, inconsistencies
• How CPA firms actually use AI to review documents

Automation for Consulting & Advisory Teams

• Client collaboration automation
• E-signature workflows
• Document routing and testing
• Microsoft 365/SharePoint automation

SaaS Sales & Outreach (Founder-led growth experience)

• How to target Tax Managers, Audit Directors, and Partners
• LinkedIn outbound strategy
• Cold outreach writing
• Lead generation tools
• CRM and pipeline management
• Booking demos with real accounting firms

Real Startup Experience Working Directly With the Founders

• Learn how SaaS products are launched
• How feature requirements are built
• How product feedback loops work
• How early customer acquisition works

This is not a “coffee-fetching” internship.

You will learn real, resume-worthy skills.

Role Responsibilities

(We keep this appealing while realistic)

• Help identify Tax, Audit, and Advisory leaders at CPA firms
• Build lead lists using LinkedIn and research tools
• Assist in writing outreach messages and follow-up scripts
• Prepare demo booking lists and schedule meetings
• Participate in testing the InflowSheet platform
• Provide feedback on new AI Tax/Audit features
• Organize workflow documentation
• Work directly with the Founders on daily tasks
• Learn best practices from a former CIO/CISO who led Tech for a major accounting firm

Requirements

• Interest in AI, Accounting Tech, SaaS, or Consulting
• Strong communication skills
• Comfortable using LinkedIn
• Organized and detail-oriented
• Willing to learn and be proactive
• No prior experience required, training provided

Compensation

• Performance-based commission for each demo booked
• Letters of recommendation
• AI/Tax/Audit/SaaS experience for your resume
• Flexible hours ,remote , ideal for students
• Potential for full-time role in the future

How to Apply

Send a quick message with

• Your LinkedIn profile
• Why you’re interested in AI for accounting
• Your availability
• Any experience in accounting, IT, or research