Seasonal Tax Reviewer — Flexible, Collaborative Tax Expert

CLA (CliftonLarsonAllen); Chicago (IL); On-site; USD 62,000 - 113,000; Full time

Job summary

CLA (CliftonLarsonAllen) is seeking an experienced Seasonal Tax Reviewer to join our tax team in Illinois. The role focuses on ensuring accuracy and compliance of tax returns for individuals, businesses, partnerships, or trusts, while serving as a technical resource for complex questions.

Ideal candidates have 7 years of experience, a Bachelor’s degree in Accounting/Finance, and CPA certification. The position offers a collaborative work environment with flexibility and opportunities for

Qualifications

• 7 years of relevant experience required.
• Bachelor's degree is required.
• 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

Mentoring junior staff

Education

Bachelor's degree in Accounting/Finance

CPA is required

Job description

CLA (CliftonLarsonAllen) is seeking an experienced Seasonal Tax Reviewer to join our tax team in Illinois. The role focuses on ensuring accuracy and compliance of tax returns for individuals, businesses, partnerships, or trusts, while serving as a technical resource for complex questions.

Ideal candidates have 7 years of experience, a Bachelor’s degree in Accounting/Finance, and CPA certification. The position offers a collaborative work environment with flexibility and opportunities for