Senior Tax Consultant – High Net Worth (Portland)

CliftonLarsonAllen LLP; Tampa (FL); Remote; USD 110,000 - 150,000; Full time

Job summary

CLA is seeking a Tax Senior to join our high net worth private client group in Portland, OR. You will prepare, supervise, and review tax engagements for individuals, trusts, and related entities, partnering with clients to deliver tailored tax advisory services and collaborate with the broader tax team.

This role emphasizes engagement management, professional development, and delivering operational excellence while supporting client service to a diverse client base.

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.

Skills

Engagement management

Tax advisory

Team training

Education

Bachelor's degree in Accounting/Finance

Job description

CLA is seeking a Tax Senior to join our high net worth private client group in Portland, OR. You will prepare, supervise, and review tax engagements for individuals, trusts, and related entities, partnering with clients to deliver tailored tax advisory services and collaborate with the broader tax team.

This role emphasizes engagement management, professional development, and delivering operational excellence while supporting client service to a diverse client base.