Tax Director for High-Net-Worth Private Clients

CLA (CliftonLarsonAllen); Fort Worth (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

CLA is a top 10 national professional services firm seeking a Tax Manager/Director for its high-net-worth private client group in the Portland, OR office. The role focuses on income, gift, and estate tax planning for affluent clients and involves leading engagements, mentoring staff, and supporting business growth.

Qualified candidates will have CPA certification, 6 years of relevant experience, and a degree in Accounting or Finance.

Qualifications

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

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, including trusts and pass-through entities.
• Develop and train team members to build inspired careers.

Education

Bachelor's degree in Accounting, Finance, or related

Job description

CLA is a top 10 national professional services firm seeking a Tax Manager/Director for its high-net-worth private client group in the Portland, OR office. The role focuses on income, gift, and estate tax planning for affluent clients and involves leading engagements, mentoring staff, and supporting business growth.

Qualified candidates will have CPA certification, 6 years of relevant experience, and a degree in Accounting or Finance.