Associate - Exempt Tax

CliftonLarsonAllen LLP; Fort Myers (FL); On-site; USD 60,000 - 86,000; Full time

Job summary

CliftonLarsonAllen (CLA) is a top 10 national professional services firm seeking an Associate to join our National Tax Exempt (NExT) team in Florida. You will collaborate with colleagues to deliver customized tax compliance and advisory services to nonprofit clients and help research complex issues.

This role emphasizes learning new tax concepts, leveraging technology, and building templates to drive efficiency.

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field.
• One year of relevant experience preferred.
• Eligible to sit for CPA exam preferred.

Responsibilities

• Collaborate with team members to provide customized tax compliance and tax advisory services to clients and work closely with team members to identify and research complex tax issues
• Coordinate day-to-day tax workstreams with Seniors, Managers and Directors to ensure projects are progressing timely
• Willingness to learn new tax concepts and technology
• Learn new software and assist with development of standardized templates and tools
• Leverage technology and automation to drive efficiency, accuracy, and a best-in-class client experience

Education

Bachelor's Degree in Accounting

One year of relevant experience preferred

Job description

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 8,500 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 currently seeking an Associate to join our National Tax Exempt (NExT) team.

How you'll create opportunities in this Associate role:

• Collaborate with team members to provide customized tax compliance and tax advisory services to clients and work closely with team members to identify and research complex tax issues
• Coordinate day-to-day tax workstreams with Seniors, Managers and Directors to ensure projects are progressing timely
• Willingness to learn new tax concepts and technology
• Learn new software and assist with development of standardized templates and tools
• Leverage technology and automation to drive efficiency, accuracy, and a best-in-class client experience

What you will need:

• Bachelor's Degree in Accounting, Finance, or related field
• One year of relevant experience preferred
• Eligible to sit for CPA exam preferred

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.

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