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CLA (CliftonLarsonAllen)Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills in managing client tax documents and ensuring compliance with government deadlines. Proficient in Microsoft Office and capable of providing operational support in a fast-paced environment.
Highest-signal resume keywords
Degree In Accounting Or FinanceDocument OrganizationE-FilingMicrosoft Office ProficiencyClient Interaction
About the role
Key responsibilities & impact- Review and organize client incoming tax documents
- Assist with intake of tax information and prepare it for routing
- Ensure all client documents are tracked and kept current
- Organize, scan, and process tax documents
- Assemble client tax returns following established procedures
- Assist the team in meeting strict government deadlines
- Perform e-filing and other final delivery steps
- Prepare informational tax documents as needed
- Provide general operational support and complete other requested tasks
Requirements
What you’ll need- Working towards the achievement of a bachelor’s degree
- Degree in Accounting or Finance strongly preferred
- Willingness to learn new technologies
- Proficient with Microsoft (MS) Windows and Office products
- Reliable transportation
- Willingness to travel to client sites
Benefits
Comp & perks- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Wellness support covering physical, financial, social, and emotional well-being
- Comprehensive benefit options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax Document PreparationTax Return AssemblyDocument ScanningInformation TrackingOperational Support
Soft Skills
Willingness To LearnReliabilityAttention To Detail
Tools & Technologies
Microsoft WindowsMicrosoft Office
Industry Keywords
Tax ComplianceGovernment DeadlinesClient Intake