Senior Tax Advisor, High Net Worth Private Clients

CLA (CliftonLarsonAllen)

Salt Lake City (UT)

On-site

USD 90,000 - 130,000

Full time

2 days ago

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Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k plan

Job summary

CLA is seeking a Tax Senior to join our high net worth private client group in the Portland, OR office. You will prepare, supervise, and review individual, trust, gift and related owner pass-through entity engagements, and collaborate with clients to provide tailored tax advisory services.

Requirements include 2 years of relevant experience, 1 year in supervision preferred, and a bachelor's degree in accounting or finance.

Qualifications

2 years of relevant experience required
1 year experience 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
You are looking for a firm that will support and foster your aspiring career goals.
You have a knack for solving issues and confidently bring solutions to the table.

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.