Private Client Tax Leader: Gift, Estate & Trusts

CLA (CliftonLarsonAllen); Lacey (WA); On-site; USD 115,000 - 174,000; Full time

Job summary

CLA invites you to join our Private Client Tax Practice as a Tax Manager/Director focusing on Gift, Estate & Trusts in Western Washington. You will lead client relationships and provide comprehensive tax planning and compliance services for high-net-worth individuals.

This role offers a clear career path to leadership within a top national firm, with a collaborative culture, flexibility, autonomy, and opportunities to grow the Private Client tax practice in the Pacific Northwest, including

Qualifications

• Bachelor's degree required; Degree in Accounting, Finance, or related strongly preferred.
• 6 years of experience in professional accounting, finance, or related field required. Experience in gift, estate and trust and individual tax planning and compliance including working with HNW clients is strongly preferred.
• CPA certification is required (EA or JD may be accepted in lieu of CPA).

Responsibilities

• Develop phenomenal client relationships by delivering a full range of gift, estate & trust tax planning and consulting services, including planning strategies in minimizing estate taxes, business succession, and asset protection, reviewing trust, estate, gift and high net worth individual income tax returns, and collaborating with CLA’s wealth advisory practice and other client-serving professionals.
• Enjoy work that is meaningful and creates the opportunity to continually increase your marketplace value by providing consultation services and technical expertise to clients and CLA professionals.

Skills

Gift, Estate & Trust tax planning

Client relationship management

Education

Bachelor's degree in Accounting or Finance

CPA certification

Job description

CLA invites you to join our Private Client Tax Practice as a Tax Manager/Director focusing on Gift, Estate & Trusts in Western Washington. You will lead client relationships and provide comprehensive tax planning and compliance services for high-net-worth individuals.

This role offers a clear career path to leadership within a top national firm, with a collaborative culture, flexibility, autonomy, and opportunities to grow the Private Client tax practice in the Pacific Northwest, including