High Net Worth Tax Senior – Private Client Group

CliftonLarsonAllen LLP; Charlotte (NC); Remote; USD 90,000 - 120,000; Full time

Job summary

CliftonLarsonAllen LLP (CLA) is seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. You will prepare, supervise, and review complex tax engagements for individuals, trusts, and related entities, while collaborating with clients and teammates to deliver tailored tax strategies.

You will also lead engagement management, mentor junior staff, and continually grow your tax knowledge through client exposure and formal training.

Qualifications

• 2 years of relevant experience
• 1 year supervising and reviewing preferred
• Experience with high net worth individuals, trusts and gift reporting preferred
• Bachelor's degree in Accounting, Finance or related field required
• Eligible to sit for CPA exam preferred

Responsibilities

• Prepare, supervise, and review individual, trust, gift and related owner pass-through entity engagements.
• Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.
• Focus on engagement management and operational excellence.
• Develop and train team members to help them build inspired careers.
• Expand your technical and professional knowledge through greater exposure to client interactions, regular self-study, and training opportunities.
• Get the opportunity to work with many great clients.

Skills

Two years relevant experience

Supervising experience

Experience with high net worth clients

Education

Bachelor's degree in Accounting, Finance or related field

Job description

CliftonLarsonAllen LLP (CLA) is seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. You will prepare, supervise, and review complex tax engagements for individuals, trusts, and related entities, while collaborating with clients and teammates to deliver tailored tax strategies.

You will also lead engagement management, mentor junior staff, and continually grow your tax knowledge through client exposure and formal training.