Senior Tax Manager/Director, High-Net-Worth Clients

CliftonLarsonAllen LLP; Austin (TX); Remote; USD 120,000 - 200,000; Full time

Job summary

CLA is hiring a Tax Manager/Director to join our high-net-worth private client group in Portland, OR. The role leads tax engagements for high net worth individuals, trusts, and pass-through entities while mentoring staff and building client relationships.

The candidate will consult on income, gift, and estate tax planning, collaborate with a strong team, and contribute to community initiatives within a top national professional services firm.

Qualifications

• 6 years of relevant experience required.
• Experience in professional accounting, finance, or related field preferred.
• Experience with high net worth individuals, trusts, pass-through entities, and gift reporting preferred.
• CPA required (EA or JD may be accepted in lieu of CPA certification)

Responsibilities

• Collaborate with robust team dedicated to serving high net worth clients
• Consult with clients on income, gift and estate tax planning.
• Lead, supervise, and review tax engagements typical for high net worth clients, including complex individual, trust, gift and pass-through entities.
• Develop and train team members to help them build inspired careers.
• Foster and build opportunities for our clients, communities, and people.
• Participate in local industry-leading events and trainings.

Skills

Tax planning

Client service

Team leadership

Mentoring

Education

Bachelor's degree

Job description

CLA is hiring a Tax Manager/Director to join our high-net-worth private client group in Portland, OR. The role leads tax engagements for high net worth individuals, trusts, and pass-through entities while mentoring staff and building client relationships.

The candidate will consult on income, gift, and estate tax planning, collaborate with a strong team, and contribute to community initiatives within a top national professional services firm.