High-Net-Worth Private Client Tax Director

CliftonLarsonAllen LLP; Nashville (TN); Remote; USD 120,000 - 180,000; Full time

Job summary

CLA is looking to hire a Tax Manager/Director to join our high-net-worth private client group in Portland, OR. You will lead tax engagements for high net-worth individuals, trusts and pass-through entities, and provide strategic planning for clients.

You will collaborate with a robust team, mentor staff, and support income, gift and estate tax planning while contributing to business development and community initiatives.

Qualifications

• 6 years of relevant experience required.
• Bachelor's degree required; CPA preferred or EA/JD may be accepted in lieu of CPA.

Responsibilities

• Collaborate with a robust team dedicated to serving high net worth clients.
• Consult with clients on income, gift and estate tax planning.
• Lead, supervise, and review tax engagements for high-net-worth clients (individuals, trusts, gifts, pass-through entities).
• Develop and train team members to help them build inspired careers.
• Foster and build opportunities for our clients, communities, and people.
• Participate in local industry-leading events and trainings.

Skills

High-net-worth client service

Trusts and pass-through entities

Tax planning

Leadership & mentoring

Education

Bachelor's degree in Accounting/Finance

CPA Certification

Job description

CLA is looking to hire a Tax Manager/Director to join our high-net-worth private client group in Portland, OR. You will lead tax engagements for high net-worth individuals, trusts and pass-through entities, and provide strategic planning for clients.

You will collaborate with a robust team, mentor staff, and support income, gift and estate tax planning while contributing to business development and community initiatives.