Seasonal Tax Reviewer

CliftonLarsonAllen•Atlanta, GA

12h

About The Position

CLA is seeking an experienced Seasonal Tax Reviewer to join its tax team. The role offers flexibility and a collaborative work environment and is intended for casual and/or seasonal family members. The reviewer ensures the accuracy and compliance of tax returns for individuals, businesses, partnerships, or trusts, and serves as a technical resource and escalation point for complex tax questions. The role involves reviewing returns and supporting files, client communication, tax research and compliance work, and assisting clients with tax planning and business strategy.

Requirements

Seven years of relevant experience required.
Bachelor's degree required.
CPA required; JD or Enrolled Agent is acceptable in lieu.

Nice To Haves

Degree in Accounting, Finance, or a related field is preferred.

Responsibilities

Review tax returns for individuals, businesses, partnerships, or trusts for errors, discrepancies, and required documentation.
Provide guidance to tax preparers and serve as a technical resource for complex tax questions.
Interface with client personnel to review and apply accounting and tax principles.
Contact clients by phone or email to gather necessary information.
Review files for required signatures and supporting documentation and compliance with filing due dates.
Obtain filing extensions when necessary.
Perform detailed tax return review, research, and compliance work, including calculations, accounting theory, and tax law compliance, depending on experience.
Perform work in compliance with the firm's policies and procedures.
Maintain technical tax skills through on-the-job training and internal tax training sessions.
Conduct complex tax research and stay abreast of current tax laws and regulations.
Assist clients with tax planning and business strategy.
Provide training and supervision to junior family members.