Seasonal Tax Review Specialist

CLA (CliftonLarsonAllen); Cranston (RI); On-site; USD 53,000 - 88,000; Full time

Job summary

CLA is seeking an experienced Seasonal Tax Reviewer to join our tax team. The role focuses on accuracy and compliance of tax returns for individuals, businesses, partnerships, or trusts, serving as a technical resource for complex questions.

Responsibilities include reviewing returns, guiding preparers, communicating with clients, and ensuring timely filings. CPA is required; 7 years of experience and a bachelor's degree are essential. This is a seasonal opportunity with a collaborative culture.

Qualifications

• 7 years of relevant experience required.
• Bachelor's degree is required.
• Degree in Accounting, Finance, or related field preferred.
• CPA is required (JD or Enrolled Agent acceptable in lieu).

Responsibilities

• Review prepared tax returns for individuals, businesses, partnerships, or trusts, checking for errors or discrepancies and ensuring documentation.
• Provide guidance to tax preparers on tax matters and act as a technical resource for complex questions.
• Interface with client personnel to review and apply accounting and tax principles.
• Contact clients by phone or email to gather information.
• Ensure files have signatures, supporting documents, and comply with filing due dates.
• Obtain proper filing extensions when necessary.
• Perform detailed reviews, research, and compliance work with focus on calculations and tax law.
• Maintain compliance with firm policies and participate in internal tax training.
• Conduct complex tax research and stay abreast of current tax laws.
• Assist clients with tax planning and business strategy.
• Provide training and supervision to junior family members.

Skills

Tax review

Client communication

Attention to detail

Education

Bachelor's degree in Accounting/Finance

CPA certification

Job description

CLA is seeking an experienced Seasonal Tax Reviewer to join our tax team. The role focuses on accuracy and compliance of tax returns for individuals, businesses, partnerships, or trusts, serving as a technical resource for complex questions.

Responsibilities include reviewing returns, guiding preparers, communicating with clients, and ensuring timely filings. CPA is required; 7 years of experience and a bachelor's degree are essential. This is a seasonal opportunity with a collaborative culture.