Tax Senior: Advisory & Engagement Leadership

CliftonLarsonAllen Wealth Advisors, LLC; Albuquerque (NM); Hybrid; USD 70,000 - 90,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Albuquerque, NM or Phoenix/Tucson, AZ seeks a Tax Senior to join our team. You will prepare, supervise, and review tax engagements for individuals, trusts, gifts, and owner pass-through entities, ensuring high-quality work and client service.

You will partner with clients to deliver tailored tax advisory services, focus on engagement management, and mentor junior staff while expanding technical knowledge through training and collaboration.

Qualifications

• 2 years of relevant experience required.
• Bachelor's degree in Accounting, Finance or related field required.
• CPA eligibility preferred.
• Experience in professional accounting, finance, or related field preferred.

Responsibilities

• Prepare, supervise, and review individual, trust, gift and related owner pass-through entity engagements.
• Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.
• Focus on engagement management and operational excellence.
• Develop and train team members to help them build inspired careers.

Skills

Tax preparation

Engagement supervision

Client advisory

Education

Bachelor's degree in Accounting or Finance

CPA eligibility

Tools

Tax software

Job description

CliftonLarsonAllen Wealth Advisors, LLC in Albuquerque, NM or Phoenix/Tucson, AZ seeks a Tax Senior to join our team. You will prepare, supervise, and review tax engagements for individuals, trusts, gifts, and owner pass-through entities, ensuring high-quality work and client service.

You will partner with clients to deliver tailored tax advisory services, focus on engagement management, and mentor junior staff while expanding technical knowledge through training and collaboration.