High‑Net‑Worth Tax Leader (Manager/Director)

CliftonLarsonAllen LLP; Tampa (FL); Remote; USD 140,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CliftonLarsonAllen LLP in Portland, OR is seeking a Tax Manager/Director to join our high-net-worth private client group. You will lead and supervise tax engagements for sophisticated individuals, estates, trusts, and passthrough entities, delivering planning and compliance services.

The role emphasizes mentorship, client service excellence, and collaboration with a robust team to grow client relationships and help shape clients' financial futures.

Qualifications

• 6 years of relevant experience required.
• CPA required; EA or JD may be accepted in lieu of CPA

Responsibilities

• Collaborate with 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 typical for high net-worth clients, including complex individual, trust, gift and 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

Leadership

Client service

Tax planning

Team mentoring

Communication

Education

Bachelor's degree in Accounting/Finance

CPA certification

Job description

CliftonLarsonAllen LLP in Portland, OR is seeking a Tax Manager/Director to join our high-net-worth private client group. You will lead and supervise tax engagements for sophisticated individuals, estates, trusts, and passthrough entities, delivering planning and compliance services.

The role emphasizes mentorship, client service excellence, and collaboration with a robust team to grow client relationships and help shape clients' financial futures.