Get the chrome extension Seasonal Tax Preparer
CLA (CliftonLarsonAllen)
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9,000 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
CLA is seeking to hire an experienced Seasonal Tax Preparer to join our talented tax team. The position offers flexibility and a collaborative work environment.
This role prepares tax returns for clients as individuals or businesses or on behalf of a trust or estate. They play a key role in helping individuals and businesses comply with tax laws and regulations, while minimizing tax liabilities and maximizing tax savings.
How you’ll create opportunities in this Seasonal Tax Preparer role:
Tax Preparation: Prepare 1040 forms for individual income tax returns and files tax returns electronically or by mail. Maintains accurate records of tax returns and related documents. Ensure tax return compliance with tax laws and regulations, including federal, state, and local tax laws.
Consultation: Calculate tax liabilities and refunds based on the information provided. Identify and apply any available tax deductions, credits, or exemptions that may be applicable to the taxpayer's situation. May perform detailed reviews on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance. Maintain technical tax skills through continuing professional education, on the job training and participation in internal tax training sessions. Perform tax research where appropriate
Administrative: Collect and organize tax-related documents, such as income statements, expense receipts, and investment records, and enter data from these documents into tax preparation software.
Client Management: Communicate directly with clients to answer questions and provide guidance on tax-related matters. Record billable time in billing system to ensure timely client billing/invoicing.
Job Requirements:
1 year of relevant experience in tax return preparation preferred
High School Diploma or equivalent required.
Associates degree preferred.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The compensation range for this position in California is: $28.20 - $45.50.
The compensation range for this position in Colorado is: $26.00 - $41.00.
The compensation range for this position in Washington is: $26.00 - $42.50.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.
Originally posted on Himalayas
Tax Preparer
Tax Alchemy
- 3-6 years of experience in tax preparation, with increasing responsibility and complexity
- Bachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plus
- Advanced qualification (e.g. CAP, EA) in progress is required, completion is preferred
- Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)
- Knowledge of corporate and personal tax planning strategies
- Additional experience in accounting, finance advisory, and/or consulting services
Key Responsibilities
- Prepare and manage federal, state, and local tax returns for a diverse client portfolio, with primary emphasis on Partnerships (Form 1065) , S-Corporations (Form 1120-S), C-Corporations (Form 1120), and complex individual (Form 1040) returns, various schedules, and workpapers
- Perform review of less complex business and individual returns prepared by offshore teams, ensuring technical accuracy, consistency, and compliance
- Conduct detailed tax research on complex technical issues
- Prepare responses to notices from federal and state taxing authorities and assist with tax audit support
- Own client engagements from document collection to final filing, managing deadlines and coordinating with internal teams for project support
- Provide guidance and technical support to other team members
- Maintain professional client relationships, gather necessary data efficiently, and clearly communicate tax implications and filing status
- Contribute to company Knowledge Base for client FAQS and company Best Practices
Skills, Knowledge and Expertise
- Ability to manage projects independently and take responsibility for complex outcomes
- Exceptional attention to detail in a high-volume, deadline-driven environment
- Proven ability to communicate complex tax issues both verbally to clients and in writing in research memos and review notes
- Demonstrated ability to improve and streamline existing workflow processes
- Skill in effectively managing communication and issue resolution with external teams (e.g. offshore partners)
- High ethical standard, conducts self with honesty and integrity
Benefits
- Remote work
- Medical, dental, vision, life, and voluntary life insurance
- 401(k) with company match
- Paid vacation and sick days
- Paid holidays
- Continuing education
- Teambuilding events
Originally posted on Himalayas