Seasonal Tax Reviewer

CliftonLarsonAllen LLP; Boston (MA); On-site; USD 74,000 - 121,000; Full time

Job summary

CliftonLarsonAllen LLP (CLA) seeks an experienced Seasonal Tax Reviewer to join our tax team in Massachusetts. This role ensures accurate tax returns for individuals, businesses, partnerships, or trusts, acting as a technical resource for complex questions.

It also involves guiding preparers and coordinating with clients to gather essential information. The position requires CPA certification (JD or Enrolled Agent acceptable in lieu) and 7 years of relevant experience, with a strong foundation

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 acceptable in lieu).

Responsibilities

• Review prepared returns for individuals, businesses, partnerships, or trusts for accuracy and documentation.
• Provide guidance to preparers on tax matters and handle 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 meet signatures, supporting docs, and due dates; obtain extensions when needed.
• Perform detailed tax review, research, and compliance work with emphasis on calculations and tax law.
• Work in compliance with firm policies and procedures.
• Maintain technical tax skills through training and sessions.
• Conduct complex tax research and stay updated on tax laws and regulations.
• Assist clients with tax planning and business strategy.
• Provide training and supervision to junior staff.

Skills

Tax review

Mentoring

Technical guidance

Client communication

Education

Bachelor's degree

CPA certification

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.