Tax Associate, Exempt Organizations

CliftonLarsonAllen; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k plan

Job summary

CliftonLarsonAllen (CLA) is seeking an Associate to join our National Tax Exempt (NExT) team in Charlotte, NC. You will collaborate with team members to provide customized tax compliance and tax advisory services to clients, while coordinating day-to-day work with seniors, managers, and directors.

This role offers the opportunity to learn new tax concepts and technology, develop standardized templates and tools, and leverage automation to improve efficiency and client experience.

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field.
• One year of relevant experience preferred.
• Eligible to sit for CPA exam preferred.

Responsibilities

• Collaborate with team members to provide customized tax compliance and tax advisory services to clients and work closely with team members to identify and research complex tax issues
• Coordinate day-to-day tax workstreams with Seniors, Managers and Directors to ensure projects are progressing timely
• Willingness to learn new tax concepts and technology
• Learn new software and assist with development of standardized templates and tools
• Leverage technology and automation to drive efficiency, accuracy, and a best-in-class client experience

Education

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

Job description

CliftonLarsonAllen (CLA) is seeking an Associate to join our National Tax Exempt (NExT) team in Charlotte, NC. You will collaborate with team members to provide customized tax compliance and tax advisory services to clients, while coordinating day-to-day work with seniors, managers, and directors.

This role offers the opportunity to learn new tax concepts and technology, develop standardized templates and tools, and leverage automation to improve efficiency and client experience.