Seasonal Tax Reviewer

CLA (CliftonLarsonAllen); Dallas (TX); On-site; USD 25,000 - 40,000; Part time

Job summary

CLA seeks an experienced Seasonal Tax Reviewer to join our tax team in Dallas. You will review returns for individuals, businesses, partnerships, or trusts, ensure accuracy, and serve as a technical resource for complex questions.

The role requires CPA and at least 7 years of relevant experience, with a Bachelor's degree in Accounting/Finance. JD or Enrolled Agent accepted in lieu, offering flexible seasonal work within a supportive environment.

Qualifications

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

Responsibilities

• Review returns for individuals, businesses, partnerships, or trusts, and check for errors and proper documentation.
• Provide guidance on tax matters and act as a technical resource for complex questions.
• Interface with client personnel to review and apply accounting and tax principles.
• Gather necessary information from clients by phone or email.
• Ensure filings meet due dates and obtain extensions when needed.
• Conduct tax research and ensure compliance with current tax laws.

Skills

Tax review

Technical tax knowledge

Client communication

Mentoring

Education

Bachelor's degree

Accounting/Finance degree preferred

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).

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.