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Senior Tax Associate
CLA (CliftonLarsonAllen). Prepare, supervise, and review individual, trust, gift, and related owner pass-through entity engagements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax advisory services, particularly for high net worth individuals and trusts, while effectively managing engagements and developing team members. Strong problem-solving abilities and a commitment to operational excellence are essential.
Highest-signal resume keywords
Tax Advisory ServicesEngagement ManagementSupervision And ReviewHigh Net Worth IndividualsBachelor's Degree In Accounting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Tax PreparationTrust ReportingGift ReportingComplex Tax Issue ResearchClient Interaction
Soft Skills
Problem SolvingCollaborationTraining And Development
Certifications & Qualifications
CPA Exam Eligibility
Industry Keywords
Owner Pass-Through EntityOperational ExcellenceCustomized Tax Services
About the role
Key responsibilities & impact- Prepare, supervise, and review individual, trust, gift, and related owner pass-through entity engagements
- Partner with clients to provide customized tax advisory services
- Collaborate with tax team members to identify and research complex tax issues
- Focus on engagement management and operational excellence
- Develop and train team members
- Expand technical and professional knowledge through client interactions, self-study, and training opportunities
- Work with a broad range of clients
Requirements
What you’ll need- 2 years of relevant experience required
- 1 year of experience supervising and reviewing preferred
- Experience with high net worth individuals, trusts and gift reporting preferred
- Bachelor's degree in Accounting, Finance or related field required
- Eligible to sit for CPA exam preferred
- Ability to solve issues and confidently bring solutions to the table
Benefits
Comp & perks- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Comprehensive benefit options supporting physical, financial, social, and emotional well-being
- Training opportunities
- Regular self-study and professional knowledge development