Associate - Winter 2027 - Fox Cities, WI

CliftonLarsonAllen; Appleton (WI); On-site; USD 65,000 - 78,000; Full time

Job summary

CliftonLarsonAllen (CLA) is seeking Tax/Audit Associates for our Appleton, Fond du Lac, and Oshkosh locations in Wisconsin. This role involves preparing various tax returns and performing audit and assurance services to support client engagements.

The position requires a Bachelor's degree in Accounting or Finance (CPA exam eligibility preferred), a solid knowledge of accounting principles, and willingness to learn new technologies. Travel to client sites and reliable transportation are expected.

Qualifications

• Bachelor's degree in Accounting or Finance is required.
• CPA exam eligibility is required/desired per state requirements.
• General knowledge of accounting principles and reporting of financial data.
• Willingness to learn new technologies.
• Proficient with Microsoft Windows and Office products.
• Reliable transportation and willingness to travel to client sites.

Responsibilities

• Prepares individual, corporate, partnership, and other types of tax returns.
• Perform audit, review, compilation, and other assurance services.
• Gains experience, exposure, and knowledge of procedures, workpapers and systems.
• Supports multiple client engagements on time and within budget, identifying issues and communicating progress.
• Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities.
• Completes research and special projects as needed.
• Communicates effectively with clients and CLA family members on a regular basis.

Skills

Client-focused mindset

Willingness to travel

Education

Bachelor's degree in Accounting or Finance

CPA exam eligibility

Tools

MS Windows

MS Office

Job description

We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.

CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.

Our Appleton, Fond du Lac, and Oshkosh locations are seeking Tax/Audit Associates.

Come and see for yourself!

PRIMARY RESPONSIBILITIES

• Prepares individual, corporate, partnership, and other types of tax returns.
• Perform audit, review, compilation, and other assurance services.
• Gains experience, exposure, and knowledge of procedures, workpapers and systems.
• Supports multiple client engagements on time and within budget, identifying issues and communicating progress.
• Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities.
• Completes research and special projects as needed.
• Communicates effectively with clients and CLA family members on a regular basis.

MINIMUM REQUIREMENTS

• Bachelor's degree required - Degree in Accounting or Finance strongly preferred.
• Eligible to sit for the CPA exam per state requirements.
• General knowledge of accounting principles and reporting of financial data.
• Willingness to learn new technologies.
• Proficient with Microsoft (MS) Windows and Office products.
• Reliable transportation and willingness to travel to client sites.

#LI-SL1

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.

To view a complete list of benefits.