Tax Senior: Client Advisory & Team Leadership (SoCal)

CliftonLarsonAllen Wealth Advisors, LLC; Irvine (CA); On-site; USD 87,000 - 146,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Southern California is seeking a Tax Senior to join its growing tax practice. You will prepare, supervise, and review engagements for individuals, C corps, S corps, and partnerships, while partnering with clients to deliver tailored tax advisory services.

The ideal candidate holds a Bachelor's in Accounting/Finance, has an active CPA (or eligibility for CPA), and 2+ years in public accounting.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• Active CPA license or eligibility to sit for CPA exams (150-credit requirement).
• At least 2 years’ experience as an associate in public accounting.

Responsibilities

• Prepare, supervise, and review individual, C corporation, S corporation, and partnership engagements.
• Partner with clients to provide customized tax advisory services and work with the tax team on complex issues.
• Focus on engagement management and operational excellence.
• Develop and train team members to support career growth.

Skills

CPA

EA license

Public accounting

Education

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

Job description

CliftonLarsonAllen Wealth Advisors, LLC in Southern California is seeking a Tax Senior to join its growing tax practice. You will prepare, supervise, and review engagements for individuals, C corps, S corps, and partnerships, while partnering with clients to deliver tailored tax advisory services.

The ideal candidate holds a Bachelor's in Accounting/Finance, has an active CPA (or eligibility for CPA), and 2+ years in public accounting.