Senior Tax Specialist for High Net Worth Private Clients

CLA (CliftonLarsonAllen); Portland (OR); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Wellness programs

Job summary

CLA is seeking a Tax Senior for our High Net Worth Private Client group in Portland, OR. You will prepare, supervise, and review engagements for individuals, trusts and related pass-through entities, delivering tailored tax advisory services to VIP clients.

The ideal candidate holds a Bachelor’s in Accounting or Finance, with CPA eligibility preferred, and has 2 years of relevant experience plus supervisory exposure. You’ll join a firm that values problem solving and client-centric solutions.

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

2 years of relevant experience

Supervising experience

Client advisory

Problem solving

Education

Bachelor’s degree in Accounting/Finance

CPA exam eligibility preferred

Job description

CLA is seeking a Tax Senior for our High Net Worth Private Client group in Portland, OR. You will prepare, supervise, and review engagements for individuals, trusts and related pass-through entities, delivering tailored tax advisory services to VIP clients.

The ideal candidate holds a Bachelor’s in Accounting or Finance, with CPA eligibility preferred, and has 2 years of relevant experience plus supervisory exposure. You’ll join a firm that values problem solving and client-centric solutions.