Teams at CLA (CliftonLarsonAllen)

Reviews, organizes, scans, tracks, and processes client tax documents; assists with tax information intake, routing, return assembly, e-filing, final delivery, and informational tax document preparation. Supports the team in meeting government deadlines and performs general operational tasks as requested.

Lead tax engagements, advise clients on succession and tax planning, review complex individual and corporate returns, supervise and develop team members, and provide strategic tax solutions within a professional services firm.

Prepare and review tax returns, answer client tax questions, collect information for compliance, conduct tax research, complete special projects, and resolve complex client issues. The role also involves preparing simple returns, training interns, and advising manufacturing clients while collaborating with the tax team.