Senior Exempt Tax Associate — Advisory & Tech-Driven

CLA (CliftonLarsonAllen); Naples (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

CLA is seeking a Senior Associate to join our National Tax Exempt (NExT) team in the United States. You will collaborate with clients to provide customized tax compliance and advisory services, while guiding tax specialists and staff on complex issues.

The role emphasizes exempt and corporate tax technical skills, engagement management from scoping to delivery, and mentoring junior staff to build a high-performing Exempt Tax team.

Qualifications

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

Responsibilities

• 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.

Skills

4 years of relevant experience

Consulting/Business services

CPA exam eligibility

Education

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

Job description

CLA is seeking a Senior Associate to join our National Tax Exempt (NExT) team in the United States. You will collaborate with clients to provide customized tax compliance and advisory services, while guiding tax specialists and staff on complex issues.

The role emphasizes exempt and corporate tax technical skills, engagement management from scoping to delivery, and mentoring junior staff to build a high-performing Exempt Tax team.