High-Net-Worth Tax Director – Portland

CLA (CliftonLarsonAllen); Orlando (FL); On-site; USD 150,000 - 210,000; Full time

Job summary

CLA is a top professional services firm seeking 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 planning guidance to clients.

We value CPA credentials and experience in wealth tax planning, with a focus on developing and mentoring team members while delivering exceptional client service in a collaborative environment.

Qualifications

• 6 years of relevant tax advisory experience.
• Experience with high net worth individuals, trusts, pass-through entities, and gift reporting.
• CPA required; EA or JD may be accepted in lieu of CPA.
• Bachelor's degree in Accounting, Finance, or related field.

Responsibilities

• Lead and review tax engagements for high net-worth clients.
• Consult on income, gift, and estate tax planning.
• Mentor and train team members to grow their careers.
• Collaborate with a strong team to deliver client solutions.

Skills

6 years of relevant tax experience

Experience with high net worth clients

CPA required

Bachelor's degree in Accounting/Finan

Education

Bachelor's degree in Accounting/Finance

CPA certification

EA or JD accepted in lieu of CPA

Job description

CLA is a top professional services firm seeking 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 planning guidance to clients.

We value CPA credentials and experience in wealth tax planning, with a focus on developing and mentoring team members while delivering exceptional client service in a collaborative environment.