Seasonal Tax Reviewer - Flexible, Collaborative & Technical

CliftonLarsonAllen LLP; Portland (OR); Remote; USD 85,000 - 125,000; Full time

Job summary

CliftonLarsonAllen LLP is seeking an experienced Seasonal Tax Reviewer to join our tax team. This role focuses on reviewing tax returns for individuals, businesses, partnerships, and trusts, ensuring accuracy and compliance with applicable tax laws.

You will serve as a technical resource for complex questions and support clients with information collection and filing timelines. The position emphasizes collaboration, training, and ongoing professional development, with a compensation approach

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 tax returns for individuals, businesses, partnerships, or trusts for accuracy.
• 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 and documentation; ensure compliance with filing due dates.
• Obtain proper filing extensions when necessary.
• Perform detailed review on tax returns, research, and compliance work with emphasis on calculations and tax law compliance.
• Maintain technical tax skills through training sessions.
• Conduct complex tax research and stay abreast of current tax laws and regulations.
• Assist clients with tax planning and business strategy.
• Provide training and supervision to junior family members.

Education

Bachelor's degree in Accounting/Finance

CPA certification (JD or Enrolled Agent acceptable in lieu)

Job description

CliftonLarsonAllen LLP is seeking an experienced Seasonal Tax Reviewer to join our tax team. This role focuses on reviewing tax returns for individuals, businesses, partnerships, and trusts, ensuring accuracy and compliance with applicable tax laws.

You will serve as a technical resource for complex questions and support clients with information collection and filing timelines. The position emphasizes collaboration, training, and ongoing professional development, with a compensation approach