Experienced Tax Associate — Client-Focused Tax Solutions

CliftonLarsonAllen Wealth Advisors, LLC; Phoenix, Northern (AZ, KY); Hybrid; USD 65,000 - 80,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks an Experienced Tax Associate to join our Albuquerque, NM or Phoenix/Tucson, AZ offices. You will prepare individual, corporate, and partnership returns and perform limited tax research under guidance, while helping clients with routine questions.

The ideal candidate has a Bachelor's degree in Accounting or Finance, CPA eligibility preferred, and about 1 year of relevant experience (internships welcome).

Qualifications

• Prepares individual, corporate, partnership, and other types of income tax returns.
• Performs limited tax research under guidance.
• Assists with routine client tax questions and information gathering.

Responsibilities

• Prepare individual, corporate, and partnership income tax returns.
• Handle routine client tax questions and collect necessary information for return completion.
• Perform simple tax return preparation and assist with research and special projects.
• Work with clients to resolve tax issues and deliver accurate results.

Skills

Tax return preparation

Tax research

Client communication

Education

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

Job description

CliftonLarsonAllen Wealth Advisors, LLC seeks an Experienced Tax Associate to join our Albuquerque, NM or Phoenix/Tucson, AZ offices. You will prepare individual, corporate, and partnership returns and perform limited tax research under guidance, while helping clients with routine questions.

The ideal candidate has a Bachelor's degree in Accounting or Finance, CPA eligibility preferred, and about 1 year of relevant experience (internships welcome).