Senior Exempt Tax Associate — Lead Engagements

CliftonLarsonAllen; Naples (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401k

Wellness program

Dental

Vision

Job summary

CliftonLarsonAllen (CLA) is seeking a Senior Associate to join our National Tax Exempt (NExT) team in Florida. You will collaborate with clients to provide exempt and corporate tax services, research complex issues, and manage engagements from scoping through delivery.

You will mentor associates, leverage technology to improve efficiency, and contribute to standardized templates. A Bachelor's in Accounting/Finance and four years of experience are required; CPA exam preferred.

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 preferred.

Responsibilities

• Collaborate with clients to provide tax compliance and advisory services.
• Demonstrate exempt and corporate tax technical skills.
• Manage engagements from scoping through delivery with increasing ownership.
• Learn new software and assist with developing templates and tools.
• Leverage technology to drive efficiency and client experience.
• Mentor associates and interns to build a high-performing team.

Skills

Client communication

Mentoring

Team collaboration

Research tax issues

Education

Bachelor's Degree in Accounting/Finance

Job description

CliftonLarsonAllen (CLA) is seeking a Senior Associate to join our National Tax Exempt (NExT) team in Florida. You will collaborate with clients to provide exempt and corporate tax services, research complex issues, and manage engagements from scoping through delivery.

You will mentor associates, leverage technology to improve efficiency, and contribute to standardized templates. A Bachelor's in Accounting/Finance and four years of experience are required; CPA exam preferred.