Tax Associate, Exempt Services — Impact & Growth

CliftonLarsonAllen; Naples (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

CliftonLarsonAllen (CLA) in Naples, FL seeks an Associate to join our National Tax Exempt (NExT) team to deliver tax compliance and advisory services for nonprofit clients. You will collaborate with experienced professionals to research complex tax issues and ensure timely progress.

A Bachelor's degree in accounting/finance is required; one year of experience is preferred, and CPA exam eligibility is a plus. CLA offers comprehensive benefits and a supportive, inclusive culture.

Qualifications

• Bachelor's degree in accounting, finance, or related field required.
• 1 year of relevant experience preferred.
• CPA exam eligibility preferred.

Responsibilities

• Collaborate with team members to provide customized tax compliance and advisory services to clients.
• 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.

Skills

Tax compliance

Tax advisory

Client service

Research

Education

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

Job description

CliftonLarsonAllen (CLA) in Naples, FL seeks an Associate to join our National Tax Exempt (NExT) team to deliver tax compliance and advisory services for nonprofit clients. You will collaborate with experienced professionals to research complex tax issues and ensure timely progress.

A Bachelor's degree in accounting/finance is required; one year of experience is preferred, and CPA exam eligibility is a plus. CLA offers comprehensive benefits and a supportive, inclusive culture.