Senior Tax Associate

CLA (CliftonLarsonAllen)

. Prepare, supervise, and review individual, trust, gift, and related owner pass-through entity engagements .

Posted 9/21/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax advisory services, engagement management, and operational excellence while fostering team development and client relationships. Possesses a strong foundation in accounting and finance principles, with a focus on complex tax issue resolution.

Highest-signal resume keywords

Tax Advisory ServicesEngagement ManagementTeam DevelopmentComplex Tax Issue ResearchCPA Eligibility

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingFinanceTax PreparationTax ComplianceFinancial ReportingTax ResearchClient ManagementOperational ExcellenceEngagement ReviewTrust and Gift Taxation

Soft Skills

CollaborationCommunicationProblem-SolvingTrainingClient Partnership

Certifications & Qualifications

CPA Eligibility

Industry Keywords

Tax AdvisoryProfessional AccountingOwner Pass-Through EntitiesTrust EngagementsGift Taxation

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
Work closely 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 diverse range of clients

Requirements

What you’ll need

2 years of relevant experience required
Bachelor's degree in Accounting, Finance or related field required
Experience in professional accounting, finance, or related field preferred
CPA eligibility preferred

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
401(k)
Comprehensive benefit options supporting physical, financial, social, and emotional well-being
Training opportunities
Self-study and professional knowledge development opportunities