Seasonal Tax Preparer

CliftonLarsonAllen Wealth Advisors, LLC; Northern (KY); Hybrid; USD 21,000 - 30,000; Part time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Seasonal Tax Preparer to join our tax team across multiple locations in Dallas, Nashville, Tampa, Atlanta, and Orlando. The role supports individual and small business tax returns, with a focus on accuracy and timely client service during peak season.

The position is part-time, offering flexible hours and a collaborative work environment. Candidates typically have experience in tax preparation and a high school diploma, with an associates

Qualifications

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

Responsibilities

• Tax Preparation: Prepare 1040 forms for individual income tax returns and file electronically or by mail.
• Consultation: Calculate tax liabilities and refunds based on provided information; identify deductions, credits, or exemptions.
• Administrative: Collect and organize tax documents and enter data into tax preparation software.
• Client Management: Communicate with clients to answer questions and provide guidance on tax-related matters; record billable time.

Skills

Tax preparation

Client communication

Education

High School Diploma or equivalent

Associates degree preferred

Tools

Tax software

Job description

## Seasonal Tax PreparerApply: Dallas, TX: Nashville, TN: Tampa, FL: Atlanta, GA: Orlando, FL: Part time: Posted Today: R18030CLA 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.How you’ll *create opportunities* in this **Seasonal Tax Preparer** role:**Tax Preparation**: Prepare 1040 forms for individual income tax returns and files 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.