The Tax Scanning Clerk reports to the Tax Principal and is jointly supervised by the Office Administrator. The position is primarily responsible for providing direct administrative support to the principals, managers, and staff scanning supporting documents for the preparation of tax returns. The Tax Scanning Clerk works under the direction of the Assembly Clerk to ensure the Tax Assembly Room runs smoothly and is adequately staffed during the tax season and for tax deadline dates. The Tax Scanning Clerk performs in a fast-paced, high-volume environment and must be willing to work overtime when required.
Essential Duties and Responsibilities:
Scan documents into computerized systems according to the established paperless process.
Assist in the assembly of tax returns as needed.
Maintain a working knowledge/competency of appropriate systems applications and office equipment utilized by firm.
Produce quality work in compliance with deadlines and priorities established by the principals.
Perform other duties as assigned including, but not limited to, shredding, filing, posting mail, housekeeping, answering phones and greeting clients, etc. on an as needed basis, when scanning is slow.
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.