Seasonal Tax Preparer (Remote)

CliftonLarsonAllen LLP; Sacramento (CA); Remote; USD 39,000 - 63,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CliftonLarsonAllen LLP is seeking a Seasonal Tax Preparer in California to join our tax team. You will prepare 1040s for individuals and businesses, file electronically or by mail, and engage in client communication and tax research to minimize tax liabilities.

The role emphasizes accuracy, compliance with federal/state/local tax laws, and collaboration within a flexible, team-oriented environment. A minimum of 1 year of relevant experience is preferred.

Qualifications

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

Responsibilities

• Tax Preparation: Prepare 1040 forms for individual income tax returns and files tax returns electronically or by mail.
• Consultation: Calculate tax liabilities and apply deductions, credits, or exemptions.
• Administrative: Collect and organize tax-related documents and enter data into tax software.
• Client Management: Communicate with clients and record billable time for invoicing.

Skills

Tax preparation

Client communication

Recordkeeping

Tax research

Education

High School Diploma

Tools

Tax 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.

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.

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 California is: $28.20 - $45.50.

The compensation range for this position in Colorado is: $26.00 - $41.00.

The compensation range for this position in Washington is: $26.00 - $42.50.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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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, click here.