Seasonal Tax Preparer — Flexible, Collaborative Opportunity

CLA (CliftonLarsonAllen); San Jose (CA); On-site; USD 59,000 - 95,000; Full time

Job summary

CLA (CliftonLarsonAllen) is seeking an experienced Seasonal Tax Preparer to join our tax team in California. This role prepares tax returns for individuals, businesses, trusts, or estates and supports clients with compliant filings and optimization opportunities.

Key duties include preparing 1040s, analyzing deductions, and communicating with clients to gather documents and provide guidance. The position offers a collaborative environment and flexible scheduling.

Qualifications

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

Responsibilities

• Tax Preparation: Prepare 1040 forms for individual income tax returns and files electronically or by mail.
• Consultation: Identify deductions, credits, and exemptions and perform tax research as needed.
• Administrative: Collect and organize tax documents and enter data into tax software.
• Client Management: Communicate with clients to answer questions and ensure timely billing.

Job description

CLA (CliftonLarsonAllen) is seeking an experienced Seasonal Tax Preparer to join our tax team in California. This role prepares tax returns for individuals, businesses, trusts, or estates and supports clients with compliant filings and optimization opportunities.

Key duties include preparing 1040s, analyzing deductions, and communicating with clients to gather documents and provide guidance. The position offers a collaborative environment and flexible scheduling.