Seasonal Tax Preparer

CLA (CliftonLarsonAllen); Boston (MA); On-site; USD 39,000 - 61,000; Full time

Job summary

CLA is seeking a Seasonal Tax Preparer to join our tax team in Massachusetts. You will prepare 1040s for individuals and businesses, ensuring compliance with federal, state, and local tax laws while maximizing savings for clients. The role emphasizes collaboration and accurate documentation throughout the busy tax season.

The position offers a flexible, team-oriented environment with opportunities for professional growth and exposure to diverse client needs across industries.

Qualifications

• 1 year of relevant experience in tax return preparation preferred.
• High School Diploma or equivalent required.
• Associates degree preferred.

Responsibilities

• Prepare tax returns for individuals, businesses, trusts or estates using tax software.
• Perform tax calculations, identify deductions and credits, and ensure compliance.
• Collect and organize tax-related documents and maintain records.
• Communicate with clients to answer questions and guide tax-related matters.

Skills

Tax return preparation

Client communication

Education

High School Diploma or equivalent

Associates degree preferred

Tools

Tax preparation software

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 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.

Tax Preparation

Prepare 1040 forms for individual income tax returns and file 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 Maryland is: $27.10 - $44.00.

The compensation range for this position in Massachusetts is: $28.20 - $44.00.

The compensation range for this position in New Jersey is: $30.40 - $44.00.

The compensation range for this position in New York is: $31.40 - $45.50.

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.