Seasonal Tax Reviewer

CLA (CliftonLarsonAllen)

. Review prepared tax returns for individuals, businesses, partnerships, or trusts for errors, discrepancies, completeness, and compliance .

Posted 11/4/2026part-timeUnited StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive knowledge in tax law and compliance, with the ability to conduct complex tax research and provide strategic tax planning for clients. Proficient in reviewing tax returns and guiding tax preparers while ensuring adherence to firm policies and procedures.

Highest-signal resume keywords

CPATax Law KnowledgeTax Compliance KnowledgeComplex Tax ResearchTax Return Review

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return ReviewTax ResearchTax PlanningAccounting TheoryCompliance Work

Soft Skills

Client CommunicationGuidance and Supervision

Certifications & Qualifications

CPAJDEnrolled Agent

Industry Keywords

Tax ComplianceAccounting PrinciplesFiling ExtensionsTechnical ResourceFirm Policies

About the role

Key responsibilities & impact

Review prepared tax returns for individuals, businesses, partnerships, or trusts for errors, discrepancies, completeness, and compliance
Provide guidance to tax preparers and act 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 signatures and supporting documentation
Obtain proper filing extensions when necessary
Perform detailed tax return review, research, and compliance work
Perform work in compliance with firm policies and procedures
Maintain technical tax skills through on-the-job and internal tax training
Conduct complex tax research and stay current with tax laws and regulations
Assist clients with tax planning and business strategy
Provide training and supervision to junior family members

Requirements

What you’ll need

7 years of relevant experience required
Bachelor's degree is required
Degree in Accounting, Finance, or related field is preferred
CPA is required (JD or Enrolled Agent is acceptable in lieu)
Tax law and regulatory knowledge
Accounting theory and tax compliance knowledge
Ability to conduct complex tax research
Ability to review tax returns for individuals, businesses, partnerships, or trusts
Ability to provide tax guidance and act as a technical resource
Ability to comply with firm policies, procedures, and filing due dates

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
401(k)
Comprehensive benefit options supporting physical, financial, social, and emotional well-being
On-the-job training
Internal tax training sessions