Associate - Exempt Tax

CliftonLarsonAllen LLP; Naples (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

CliftonLarsonAllen (CLA) in Naples, FL seeks an Associate to join our National Tax Exempt (NExT) team to deliver tax compliance and advisory services for nonprofit clients. You will collaborate with experienced professionals to research complex tax issues and ensure timely progress.

A Bachelor's degree in accounting/finance is required; one year of experience is preferred, and CPA exam eligibility is a plus. CLA offers comprehensive benefits and a supportive, inclusive culture.

Qualifications

• Bachelor's degree in accounting, finance, or related field required.
• 1 year of relevant experience preferred.
• CPA exam eligibility preferred.

Responsibilities

• Collaborate with team members to provide customized tax compliance and advisory services to clients.
• 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.

Skills

Tax compliance

Tax advisory

Client service

Research

Education

Bachelor's degree in Accounting, Finance, or related field

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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