Seasonal Tax Reviewer: Flexible, Collaborative Role

CliftonLarsonAllen LLP; Champaign (IL); On-site; USD 63,000 - 113,000; Part time

Job summary

Experience Champaign Urbana is seeking an experienced Seasonal Tax Reviewer to join our tax team. The role focuses on reviewing tax returns for individuals, businesses, partnerships, or trusts, ensuring accuracy and compliance while serving as a technical resource for complex questions.

The position involves mentoring junior staff, guiding preparers, and communicating with clients to gather information and meet filing deadlines. A CPA certification and a strong accounting background are required.

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 knowledge

Client communication

Supervision

Research skills

Attention to detail

Education

Bachelor's degree

CPA certification

Accounting/Finance degree preferred

Job description

Experience Champaign Urbana is seeking an experienced Seasonal Tax Reviewer to join our tax team. The role focuses on reviewing tax returns for individuals, businesses, partnerships, or trusts, ensuring accuracy and compliance while serving as a technical resource for complex questions.

The position involves mentoring junior staff, guiding preparers, and communicating with clients to gather information and meet filing deadlines. A CPA certification and a strong accounting background are required.