Private Client Tax Director - High Net Worth (Portland)

CliftonLarsonAllen LLP; San Antonio (TX); Remote; USD 130,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

CLA is looking to hire a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office.

As a Tax Manager/Director, you will lead tax engagements for high-net-worth individuals, trusts, and pass-through entities, while mentoring staff and collaborating with a robust client-focused team.

CPA is required; 6 years of relevant experience and a Bachelor's degree in Accounting/Finance are expected. Join CLA to support clients and build inspired careers.

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 (Degree in Accounting, Finance, or related preferred).
• CPA required (EA or JD may be accepted in lieu of CPA certification).

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

Tax planning

Team leadership

Mentoring

Client service

Education

Bachelor's degree in Accounting/Finance

CPA

Job description

CLA is looking to hire a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office.

As a Tax Manager/Director, you will lead tax engagements for high-net-worth individuals, trusts, and pass-through entities, while mentoring staff and collaborating with a robust client-focused team.

CPA is required; 6 years of relevant experience and a Bachelor's degree in Accounting/Finance are expected. Join CLA to support clients and build inspired careers.