Seasonal Tax Review Specialist | Flexible & Collaborative

CLA (CliftonLarsonAllen); Denver (CO); On-site; USD 68,000 - 113,000; Part time

Benefits offered by this job

Wellness program

Benefits package

Job summary

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

The position emphasizes collaboration and growth, with guidance to junior members and opportunities to engage with clients by phone or email to gather information and apply tax principles.

Qualifications

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

Responsibilities

• Review prepared tax returns for individuals, businesses, partnerships, or trusts, checking for errors or discrepancies, and ensuring that all necessary documentation is included.
• Provide guidance to tax preparers on tax matters and act as a technical resource for complex tax questions.
• Frequently interface with client personnel to review and apply accounting and tax principles
• Contact clients by phone or email to gather necessary information.
• Review files to ensure that they possess the necessary signatures, contain the necessary supporting documentation, and comply with filing due dates
• Obtain proper filing extensions when necessary
• Perform detailed review on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance, depending on experience.
• Perform all work in compliance with the firm’s policies and procedures
• Maintain technical tax skills through on the job training and participation in internal tax training sessions
• Conduct complex tax research and continue to abreast of current tax laws and regulations.
• Assist clients with tax planning and business strategy.
• Provide training and supervision to junior family members.

Education

Bachelor's degree

Accounting/Finance degree

CPA

Job description

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

The position emphasizes collaboration and growth, with guidance to junior members and opportunities to engage with clients by phone or email to gather information and apply tax principles.