Seasonal Tax Reviewer & Technical Advisor

CliftonLarsonAllen; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

CLA seeks an experienced Seasonal Tax Reviewer to ensure accurate and compliant tax returns for individuals, businesses, partnerships, or trusts. The role serves as a technical resource for complex tax questions and liaison with clients to gather information and apply tax principles.

The position offers a collaborative environment and opportunity to work with a diverse client base during peak tax season. Fluency in tax regulations and strong review skills are essential.

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.
• Provide guidance to tax preparers on tax matters and act as a technical resource for complex tax questions.
• 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 proper signatures, supporting documentation, and filing due dates are met.
• Obtain proper filing extensions when necessary.
• Perform detailed review on tax returns, research, and compliance work with emphasis on calculations, accounting theory, and tax law compliance.
• Maintain technical tax skills through on-the-job training and internal 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 team members.

Skills

Technical tax knowledge

Analytical thinking

Attention to detail

Communication

Education

Bachelor's degree in Accounting/Finance

CPA certification

Tools

Tax software (e.g., ProSystem fx)

Job description

CLA seeks an experienced Seasonal Tax Reviewer to ensure accurate and compliant tax returns for individuals, businesses, partnerships, or trusts. The role serves as a technical resource for complex tax questions and liaison with clients to gather information and apply tax principles.

The position offers a collaborative environment and opportunity to work with a diverse client base during peak tax season. Fluency in tax regulations and strong review skills are essential.