Seasonal Tax Preparer (Remote)

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

Job summary

CliftonLarsonAllen LLP (CLA) is seeking an experienced Seasonal Tax Preparer in California to join our tax team. The role involves preparing tax returns for individuals, businesses, trusts, and estates, while ensuring compliance and maximizing tax savings.

Responsibilities include tax preparation of 1040s, consultations on deductions and credits, document collection, data entry, and direct client communication. 1 year of experience and a high school diploma required.

Qualifications

• 1 year of tax return preparation experience preferred.
• Strong knowledge of tax laws and filing requirements.
• Ability to work accurately with tax software and documents.

Responsibilities

• Tax Preparation: Prepare 1040 forms for individual returns and file electronically or by mail.
• Consultation: Calculate liabilities, identify deductions, credits, exemptions.
• Administrative: Collect and organize tax documents and enter data into software.
• Client Management: Communicate with clients and support timely invoicing.

Skills

1 year tax prep experience

Education

High School Diploma or equivalent

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

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.