Senior - Exempt Tax

CLA (CliftonLarsonAllen); Tampa (FL); On-site; USD 85,000 - 110,000; Full time

Job summary

CLA is seeking a Senior Associate to join our National Tax Exempt (NExT) team in a role focused on tax compliance and advisory services. You will collaborate with clients and tax colleagues to research complex issues and oversee engagements from scope to delivery.

You will mentor associates, develop templates, and leverage technology to improve efficiency, while contributing to a best-in-class client experience. Equal opportunity employer.

Qualifications

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

Responsibilities

• Collaborate with clients to provide customized tax compliance and tax advisory services.
• Work closely with tax team members to identify and research complex tax issues.
• Manage engagements from scoping through delivery, with ownership of timelines, budgets, and client relationships.
• Learn new software and help develop standardized templates and tools.
• Leverage technology and automation to improve efficiency and client experience.
• Mentor associates and interns to build a high-performing Exempt Tax team.

Skills

Tax compliance

Tax advisory

Client collaboration

Research complex issues

Team mentorship

Education

Bachelor's Degree in Accounting

CPA exam eligible

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.