Tax and Audit Associate

• Prepare individual, corporate, partnership, and other types of tax returns
• Perform audit, review, compilation, and other assurance services
• Gain experience, exposure, and knowledge of procedures, work papers, and systems
• Support multiple client engagements on time and within budget, identifying issues and communicating progress
• Expand industry knowledge through exposure to peers, clients, and formal training opportunities
• Complete research and special projects as needed
• Communicate regularly with clients and CLA family members

• Bachelor’s degree required
• Degree in Accounting or Finance strongly preferred
• Eligible to sit for the CPA exam per state requirements
• General knowledge of accounting principles and reporting of financial data
• Willingness to learn new technologies
• Proficient with Microsoft (MS) Windows and Office products
• Reliable transportation
• Willingness to travel to client sites

Demonstrates expertise in preparing various tax returns and performing assurance services while effectively managing client engagements and communicating progress. Possesses a strong foundation in accounting principles and a willingness to learn new technologies.

• Tax Return Preparation
• Audit and Assurance Services
• Accounting Principles
• CPA Exam Eligibility
• Microsoft Office Proficiency

• Tax Return Preparation
• Audit Services
• Review Services
• Compilation Services
• Accounting Principles
• Financial Reporting
• Research Skills

• Client Communication
• Time Management
• Problem Solving

• CPA Exam Eligibility

• Corporate Tax
• Partnership Tax
• Individual Tax
• Assurance Services
• Client Engagement

• Microsoft Windows
• Microsoft Office