Tax Director for High-Net-Worth Private Clients

CLA (CliftonLarsonAllen); Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

CLA is seeking a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. You will collaborate with a robust team serving high net worth clients and consult on income, gift, and estate tax planning.

Lead, supervise, and review tax engagements for complex individuals, trusts, and pass-through entities, and help train team members to build inspired careers. CPA certification is required; EA or JD may be accepted in lieu of CPA.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA certification required (EA or JD may be accepted in lieu of CPA).
• Experience with high net worth individuals, trusts, pass-through entities, and gift reporting is preferred.

Responsibilities

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

Education

Bachelor's degree (Accounting/Finance)

CPA certification

Job description

CLA is seeking a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. You will collaborate with a robust team serving high net worth clients and consult on income, gift, and estate tax planning.

Lead, supervise, and review tax engagements for complex individuals, trusts, and pass-through entities, and help train team members to build inspired careers. CPA certification is required; EA or JD may be accepted in lieu of CPA.