Seasonal Tax Reviewer: CPA, Complex Returns, Flexible Role

CliftonLarsonAllen LLP; Wenatchee (WA); Remote; USD 68.000 - 117.000; Vollzeit

Zusammenfassung

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

You will review returns, guide preparers, interact with clients by phone or email, verify signatures and due dates, and stay current on tax laws. CPA is required; a JD or Enrolled Agent is acceptable in lieu.

Qualifikationen

• 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).

Aufgaben

• Review prepared tax returns for individuals, businesses, partnerships, or trusts.
• 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 signatures, documentation, and due dates are present and compliant.
• Obtain proper filing extensions when necessary.
• Perform detailed review on tax returns, research, and compliance work with emphasis on calculations and tax law.
• Maintain technical tax skills through on-the-job training and internal sessions.
• Conduct complex tax research and stay current on tax laws and regulations.
• Assist clients with tax planning and business strategy.
• Provide training and supervision to junior staff.

Kenntnisse

7+ years of relevant experience

CPA

Ausbildung

Bachelor's degree

Degree in Accounting/Finance or related field

Jobbeschreibung

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

You will review returns, guide preparers, interact with clients by phone or email, verify signatures and due dates, and stay current on tax laws. CPA is required; a JD or Enrolled Agent is acceptable in lieu.