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CLA (CliftonLarsonAllen)

Seasonal Tax Preparer

CLA (CliftonLarsonAllen), Carlsbad, California, United States, 92002

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CLA is a top 10 national professional services firm where

our purpose is to create opportunities

every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

Seasonal Tax Preparer The position offers flexibility and a collaborative work environment. This role prepares tax returns for clients as individuals or businesses or on behalf of a trust or estate. They play a key role in helping individuals and businesses comply with tax laws and regulations, while minimizing tax liabilities and maximizing tax savings. This role is intended for casual and/or seasonal family members.

Responsibilities Tax Preparation Prepare 1040 forms for individual income tax returns and file tax returns electronically or by mail. Maintain accurate records of tax returns and related documents. Ensure tax return compliance with tax laws and regulations, including federal, state, and local tax laws.

Consultation Calculate tax liabilities and refunds based on the information provided. Identify and apply any available tax deductions, credits, or exemptions that may apply to the taxpayer's situation. Perform detailed reviews on tax returns, conduct research, and maintain compliance with tax law. Continue technical tax skill development through on-the-job training and internal tax training sessions.

Administrative Collect and organize tax-related documents, such as income statements, expense receipts, and investment records, and enter data into tax preparation software.

Client Management Communicate directly with clients to answer questions and provide guidance on tax-related matters. Record billable time in the billing system to ensure timely client billing/invoicing.

What You Will Need

1 year of relevant experience in tax return preparation preferred.

High School Diploma or equivalent required.

Associate degree preferred.

Compensation Wage Range in CA is $28.00–$44.00 USD hourly. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

Equal Opportunity Employer Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

Location Valley Center, CA.

Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401(k), and much more. To view a complete list of benefits, please visit our benefits portal.

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