Senior - Exempt Tax

CLA (CliftonLarsonAllen); Houston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

CLA (CliftonLarsonAllen) in Houston seeks a Senior Associate to join our National Tax Exempt (NExT) team. You will collaborate with clients to provide customized tax compliance and advisory services, and work with tax team members to identify and research complex issues, while leveraging technology to drive efficiency.

The ideal candidate has a Bachelor’s Degree in Accounting or Finance, four years of relevant experience, CPA exam eligibility preferred.

Qualifications

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

Responsibilities

• Collaborate with clients to provide customized tax compliance and advisory services.
• Demonstrate exempt tax and corporate tax technical skills.
• Manage engagements from scoping to delivery, owning timelines, budgets, and client relationships.
• Learn new software and help develop standardized templates and tools.
• Leverage technology and automation to improve efficiency, accuracy, and client experience.
• Mentor associates and interns to build a high-performing Exempt Tax team.

Skills

Exempt tax

Corporate tax

Client relations

Mentorship

Education

Bachelor's degree in Accounting, Finance, or related field

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-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

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.