Senior - Exempt Tax

CliftonLarsonAllen; Dallas (TX); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health, dental, vision

401(k) plan

Wellness programs

Job summary

CliftonLarsonAllen (CLA) is seeking a Senior Associate for its National Tax Exempt (NExT) team in the Dallas area. You will collaborate with clients on tax compliance and advisory work, focusing on exempt and corporate tax issues.

The role requires a Bachelor's in Accounting/Finance and four years of tax experience; CPA exam eligibility is preferred. You will mentor associates, manage engagements, and help drive efficiency through new tools.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Four years of relevant tax experience required.
• CPA exam eligibility or CPA/CPA candidate preferred.

Responsibilities

• Collaborate with clients to provide customized tax compliance and advisory services, working with the tax team on complex issues.
• Demonstrate exempt 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 standardized templates and tools.
• Leverage technology and automation to drive efficiency and accuracy in client service.
• Mentor associates and interns to build a high-performing Exempt Tax team.

Skills

Exempt tax knowledge

Corporate tax knowledge

Client service

Mentoring

Tax research

Education

Bachelor's degree in Accounting/Finance

Tools

Tax software

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.