Senior Tax Director, High-Net-Worth Private Clients

CliftonLarsonAllen LLP; Boise (ID); Remote; USD 120,000 - 180,000; Full time

Job summary

CliftonLarsonAllen LLP (CLA) is seeking a Tax Manager/Director to join our high-net-worth private client group in the Portland, OR office. You will collaborate with a robust team to serve high-net-worth clients and lead tax engagements, focusing on income, gift, and estate tax planning.

Requirements include a minimum of 6 years of relevant experience, a Bachelor's degree in Accounting/Finance, and CPA certification. EA or JD may be accepted in lieu of CPA.

Qualifications

• 6 years of relevant experience required.
• Experience with high net worth individuals, trusts, pass-through entities, and gift reporting preferred.
• Bachelor's degree in Accounting, Finance, or related field.

Responsibilities

• Collaborate with a robust team serving high net worth clients.
• Consult with clients on income, gift and estate tax planning.
• Lead, supervise, and review tax engagements for high net worth clients.

Skills

Tax planning

Client consultation

Team leadership

Mentoring

Education

Bachelor's degree in Accounting/Finance

CPA certification

Job description

CliftonLarsonAllen LLP (CLA) is seeking a Tax Manager/Director to join our high-net-worth private client group in the Portland, OR office. You will collaborate with a robust team to serve high-net-worth clients and lead tax engagements, focusing on income, gift, and estate tax planning.

Requirements include a minimum of 6 years of relevant experience, a Bachelor's degree in Accounting/Finance, and CPA certification. EA or JD may be accepted in lieu of CPA.