Seasonal Tax Reviewer

CliftonLarsonAllen LLP; Baltimore (MD); On-site; USD 51,000 - 88,000; Part time

Benefits offered by this job

Health, dental, vision

401(k)

Wellness program

Job summary

CLA is seeking a Seasonal Tax Reviewer to join our tax team in Maryland. This role ensures accuracy and compliance of tax returns for individuals, businesses, partnerships, or trusts, and serves as a technical resource for complex tax questions.

Requirements include 7 years of experience, a Bachelor's degree, and CPA (JD or Enrolled Agent acceptable). The position offers a flexible, collaborative environment and opportunities for growth within CLA's national practice.

Qualifications

• 7 years of relevant tax experience.
• Bachelor's degree required.
• 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 tax questions.
• Interface with client personnel to review and apply accounting and tax principles.
• Contact clients by phone or email to gather necessary information.
• Ensure filings have signatures, supporting docs, and comply with due dates.
• Obtain proper filing extensions when necessary.
• Perform detailed review on tax returns and research and compliance work.
• Adhere to firm policies and procedures in all work.
• Maintain technical tax skills through training sessions.
• Conduct complex tax research and stay updated on current tax laws.
• Assist clients with tax planning and business strategy.
• Provide training and supervision to junior staff.

Skills

Tax expertise

Client communications

Research skills

Education

Bachelor's degree

Accounting/Finance degree preferred

Tools

CPA

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 Reviewer to join our talented tax team. The position offers flexibility and a collaborative work environment.

This role is responsible for ensuring the accuracy and compliance of tax returns for individuals, businesses, partnerships, or trusts. They also act as a technical resource and point of escalation for complex tax question.

This role is intended for casual and/or seasonal family members.

How you'll create opportunities in this Seasonal Tax Reviewer role:

• 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.

What you will need:

• 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).

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 Massachusetts is: $53.40 - $87.70.

The compensation range for this position in New York is: $59.40 - $90.70.

The compensation range for this position in New Jersey is: $57.40 - $87.70.

The compensation range for this position in Maryland is: $51.40 - $87.70.

The compensation range for this position in Connecticut is: $57.50 - $86.40.

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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.