CLA (CliftonLarsonAllen)

Operations

• Review and organize client incoming tax documents.
• Assist with intake of tax information and prepare for routing.
• Ensure all client documents are being tracked and kept current.
• Organize, scan and process tax documents.
• Assemble client tax returns following established procedures.
• Assist team in meeting strict government deadlines.
• E-filing and other final delivery type steps.
• Other responsibilities may include preparation of informational tax documents.
• General operational support and other responsibilities/tasks as requested.

Internal Operations Intern

• Prepare 1040 forms for individual income tax returns
• Maintain accurate records of tax returns and related documents
• Ensure tax return compliance with tax laws and regulations
• Calculate tax liabilities and refunds
• Identify and apply tax deductions, credits, or exemptions
• Perform detailed reviews on tax returns and compliance work
• Collect and organize tax-related documents
• Communicate directly with clients on tax-related matters

Seasonal Tax Preparer

• Prepares individual, corporate, partnership, and other types of tax returns.
• Performs audit, review, compilation, and other assurance services.
• Gains experience, exposure, and knowledge of procedures, workpapers and systems.
• Supports multiple client engagements on time and within budget, identifying issues and communicating progress.
• Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities.
• Completes research and special projects as needed.
• Communicates effectively with clients and CLA family members on a regular basis.

Tax, Audit Intern

• Prepare individual tax returns (1040’s) and possibly corporate, partnership, and other types of returns (depending on experience)
• Provide basic accounting services as needed
• Perform all work in compliance with the firm’s policies and procedures
• Maintain technical tax skills through on the job training and participation in internal tax training sessions
• Communicate directly with client when appropriate
• Other duties may be assigned

Human Resources

• Serve as the primary point of contact for clients, build strong relationships and drive high levels of client experience and satisfaction.
• Collaborate with clients to understand their business objectives, challenges, HR needs, and provide strategic guidance.
• Oversee multiple client engagements, supporting on-time and quality delivery of HR solutions.
• Adhere to service-level agreements and ensure all HR deliverables comply with relevant laws, regulations, and industry standards.
• Monitor client feedback and continuously improve engagement strategies to exceed client expectations.
• Design and implement innovative HR solutions tailored to client needs.
• Stay updated on HR trends, technologies, and best practices to offer cutting-edge solutions.
• Identify market trends and opportunities to expand service offerings and clients.
• Responsible for driving growth in existing client engagements.
• Lead, inspire, and mentor Sr.HR Generalists, HR Generalists, and HR Coordinators on your engagement team.
• Assist in hiring, coaching, performance, and onboarding of team members.
• Foster a collaborative and inclusive team culture that emphasizes professional growth, innovation, and accountability.
• Identify skill gaps and provide training and coaching to upskill team members, ensuring alignment with evolving client needs.
• Support family members Inspired Careers.
• Set clear performance objectives and conduct regular evaluations to track team progress and address challenges.
• Develop and manage budgets for client engagements, ensuring profitability and operational efficiency.
• Optimize processes and workflows to enhance the quality and scalability of HR consulting and outsourcing services.
• Analyze key performance indicators (KPIs) to measure the success of HR initiatives and client engagements.
• Own the billing process for your client engagements and collaborate with CLA Client Relationship Leaders (CRLs) to ensure that project work billings are accurate and up to date, ensuring that they are compliant with client contracts and CLA policies and procedures.
• Understand firm policies and controls around independence and implement procedures to protect the firm and our clients.
• Identify sensitive issues and consult with firmwide service specialists as needed.

Internal Operations Intern

Seasonal Tax Preparer

Tax, Audit Intern

Seasonal Tax Preparer

HR Director – Client Engagement