Senior Exempt Tax Strategist

CliftonLarsonAllen; Charlotte (NC); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401k

Job summary

CLA is seeking a Senior Associate to join our National Tax Exempt (NExT) team in Charlotte. You will collaborate with clients to deliver customized tax compliance and advisory services, while developing exempt and corporate tax technical skills.

You will manage engagements from scoping through delivery, mentor junior staff, and leverage technology to improve efficiency and client experience.

Qualifications

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

Responsibilities

• Collaborate with clients to provide customized tax compliance and tax advisory services.
• Demonstrate exempt tax and corporate tax technical skills.
• Manage engagements from scoping through delivery, with ownership of timelines, budgets, and client relationships.
• Mentor associates and interns, helping build a high-performing Exempt Tax team.
• Leverage technology and automation to drive efficiency and accuracy.

Skills

Tax compliance

Tax advisory

Exempt tax

Team collaboration

Client management

Education

Bachelor's Degree in Accounting/Finance

Job description

CLA is seeking a Senior Associate to join our National Tax Exempt (NExT) team in Charlotte. You will collaborate with clients to deliver customized tax compliance and advisory services, while developing exempt and corporate tax technical skills.

You will manage engagements from scoping through delivery, mentor junior staff, and leverage technology to improve efficiency and client experience.