Seasonal Tax Reviewer — Flexible & Collaborative CPA-Ready

CliftonLarsonAllen LLP; San Jose (CA); Remote; USD 74,000 - 125,000; Full time

Job summary

CliftonLarsonAllen LLP is seeking an experienced Seasonal Tax Reviewer to join our 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 questions. This role is intended for casual and/or seasonal family members.

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 is acceptable in lieu).

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

Technical guidance

Client communication

Research skills

Education

Bachelor's degree in Accounting/Finance

CPA Certification

Job description

CliftonLarsonAllen LLP is seeking an experienced Seasonal Tax Reviewer to join our 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 questions. This role is intended for casual and/or seasonal family members.