High-Net-Worth Tax Manager/Director - Portland

CLA (CliftonLarsonAllen); San Antonio (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

CLA (CliftonLarsonAllen) is seeking a Tax Manager/Director to join its high-net-worth private client group in our Portland, OR office. The role focuses on sophisticated income, gift, and estate tax planning for affluent clients and requires leadership in managing complex engagements.

The position emphasizes collaboration, client service, and ongoing professional development within a supportive firm culture. CPA certification is required; EA or JD may be considered in lieu of CPA.

Qualifications

• 6 years of relevant experience required.
• Experience in professional accounting, finance, or related field preferred.
• Experience with high net worth individuals, trusts, pass-through entities, and gift reporting preferred.
• Bachelor's degree required; CPA certification preferred—EA or 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, including complex individuals, trusts, 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

Tax planning

Client management

Team leadership

Mentorship/coaching

Education

CPA certification

Job description

CLA (CliftonLarsonAllen) is seeking a Tax Manager/Director to join its high-net-worth private client group in our Portland, OR office. The role focuses on sophisticated income, gift, and estate tax planning for affluent clients and requires leadership in managing complex engagements.

The position emphasizes collaboration, client service, and ongoing professional development within a supportive firm culture. CPA certification is required; EA or JD may be considered in lieu of CPA.