Senior - Exempt Tax

CliftonLarsonAllen; Charlotte (NC); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401k

Job summary

CLA is seeking a Senior Associate to join our National Tax Exempt (NExT) team in Charlotte. You will collaborate with clients to deliver customized tax compliance and advisory services, while developing exempt and corporate tax technical skills.

You will manage engagements from scoping through delivery, mentor junior staff, and leverage technology to improve efficiency and client experience.

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field.
• Four years of relevant experience.
• CPA exam eligibility preferred.
• Experience in business services or consulting preferred.

Responsibilities

• Collaborate with clients to provide customized tax compliance and tax advisory services.
• Demonstrate exempt tax and corporate tax technical skills.
• Manage engagements from scoping through delivery, with ownership of timelines, budgets, and client relationships.
• Mentor associates and interns, helping build a high-performing Exempt Tax team.
• Leverage technology and automation to drive efficiency and accuracy.

Skills

Tax compliance

Tax advisory

Exempt tax

Team collaboration

Client management

Education

Bachelor's Degree in Accounting/Finance

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is currently seeking a Senior Associate to join our National Tax Exempt (NExT) team.

How you'll create opportunities in this Senior Associate role:

• Collaborate with clients to provide customized tax compliance and tax advisory services and work closely with other tax team members to identify and research complex tax issues
• Demonstrate exempt tax and corporate tax technical skills
• Manage engagements from scoping through delivery, with increasing ownership of timelines, budgets, and client relationships
• Learn new software and assist with development of standardized templates and tools
• Leverage technology and automation to drive efficiency, accuracy, and a best-in-class client experience
• Mentor associates and interns, helping build a high-performing, collaborative Exempt Tax team

What you will need:

• Bachelor's Degree in Accounting, Finance, or a related field
• Four years of relevant experience required
• Experience in business services or consulting is preferred
• Eligible to sit for CPA exam preferred

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.