Senior Tax Advisor - High Net Worth Private Clients

CLA (CliftonLarsonAllen); Milwaukee (WI); Vor Ort; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Health insurance

Retirement plan

Zusammenfassung

CLA (CliftonLarsonAllen) is hiring a Tax Senior to join our High Net Worth Private Client group in Portland, OR. The role focuses on preparing, supervising, and reviewing tax engagements for individuals, trusts and related entities.

You will partner with clients to provide tailored tax advisory services, lead engagement management, and mentor junior staff as part of a collaborative team. CPA eligibility is preferred and a strong client-service mindset is essential.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Tax advisory

Client communication

Leadership

Problem solving

Ausbildung

Bachelor's degree in Accounting, Finance or related field

Jobbeschreibung

CLA (CliftonLarsonAllen) is hiring a Tax Senior to join our High Net Worth Private Client group in Portland, OR. The role focuses on preparing, supervising, and reviewing tax engagements for individuals, trusts and related entities.

You will partner with clients to provide tailored tax advisory services, lead engagement management, and mentor junior staff as part of a collaborative team. CPA eligibility is preferred and a strong client-service mindset is essential.