Seasonal Tax Preparer

CLA (CliftonLarsonAllen) • Tampa, FL

2d

About The Position

CLA is seeking an experienced Seasonal Tax Preparer to join its tax team. The role prepares tax returns for individual and business clients, or on behalf of trusts and estates, and helps clients comply with tax laws and regulations while minimizing tax liabilities and maximizing tax savings. The position offers flexibility and a collaborative work environment.

The Seasonal Tax Preparer prepares individual income tax returns, calculates tax liabilities and refunds, identifies applicable deductions, credits, and exemptions, and helps ensure compliance with federal, state, and local tax laws. The role may also involve detailed return reviews, tax research, and compliance work, along with client communication and administrative support.

Requirements

• High school diploma or equivalent required.

Nice To Haves

• One year of relevant experience in tax return preparation preferred.
• Associate degree preferred.

Responsibilities

• Prepare Form 1040 individual income tax returns and file returns electronically or by mail.
• Maintain accurate records of tax returns and related documents.
• Ensure tax returns comply with federal, state, and local tax laws and regulations.
• Calculate tax liabilities and refunds based on information provided.
• Identify and apply applicable tax deductions, credits, and exemptions.
• Perform detailed tax return reviews, research, and compliance work, including calculations and application of accounting theory and tax law.
• Maintain technical tax skills through continuing professional education, on-the-job training, and internal tax training sessions.
• Perform tax research where appropriate.
• Collect and organize tax-related documents, including income statements, expense receipts, and investment records.
• Enter information from tax documents into tax preparation software.
• Communicate directly with clients to answer questions and provide guidance on tax-related matters.
• Record billable time in the billing system to support timely client billing and invoicing.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED