Partnership Tax Director - Lead & Grow Client Advisory

CliftonLarsonAllen Wealth Advisors, LLC; Minneapolis (MN); Hybrid; USD 92,000 - 165,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, is seeking a Partnership Tax Manager or Director to advise clients on succession planning and tax strategy, and to lead tax engagements across the firm.

The ideal candidate has 6 years of public accounting experience, holds a CPA certificate (a JD or EA may be accepted), and demonstrates leadership by supervising teams and mentoring staff. Competitive compensation and career growth opportunities are offered.

Qualifications

• Consult with clients on business processes such as succession and tax planning.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members to help them build inspired careers.
• Review complex individual and corporate tax returns.

Responsibilities

• Consult with clients on succession planning and tax strategy.
• Lead and supervise tax engagements including review of returns.
• Mentor and develop junior staff to support client service.
• Ensure quality and timely delivery of partnership tax work.

Skills

Partnership tax expertise

Leadership & supervision

Client consulting

Tax planning

Communication

Education

Bachelor's degree in accounting/finance

CPA certification

Job description

CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, is seeking a Partnership Tax Manager or Director to advise clients on succession planning and tax strategy, and to lead tax engagements across the firm.

The ideal candidate has 6 years of public accounting experience, holds a CPA certificate (a JD or EA may be accepted), and demonstrates leadership by supervising teams and mentoring staff. Competitive compensation and career growth opportunities are offered.