Seasonal Tax Review Specialist - Flexible, Collaborative

CLA (CliftonLarsonAllen); Tacoma (WA); On-site; USD 49,000 - 85,000; Full time

Benefits offered by this job

Wellness program

Flexible schedule

Job summary

CLA is seeking an experienced Seasonal Tax Reviewer to join our tax team. 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.

Expect collaboration with clients and internal teams to gather information and meet filing deadlines. You will review files for required signatures, documentation, and extensions where needed, while staying current on tax laws and

Qualifications

• Bachelor's degree required; CPA credential required or JD/Enrolled Agent acceptable.
• 7 years of relevant experience in tax review for individuals/businesses/ trusts.
• Strong knowledge of tax rules and filing requirements.

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.

Skills

Tax review expertise

Client communication

Education

Bachelor's degree

Accounting/Finance degree preferred

Tools

CPA certification

Job description

CLA is seeking an experienced Seasonal Tax Reviewer to join our tax team. 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.

Expect collaboration with clients and internal teams to gather information and meet filing deadlines. You will review files for required signatures, documentation, and extensions where needed, while staying current on tax laws and