Tax Director, High-Net-Worth Private Clients

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

Job summary

CLA is looking to hire a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. You will lead tax engagements for high-net-worth individuals, trusts, and pass-through entities, providing strategic income, gift, and estate tax planning.

The ideal candidate has 6 years of relevant experience, a Bachelor's degree in Accounting or Finance, and CPA certification. EA or JD may be accepted in lieu of CPA. CLA offers comprehensive wellness and benefits programs.

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.
• Bachelor's degree required.
• Degree in Accounting, Finance, or related 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

Education

Bachelor's degree in Accounting/Finance

CPA certification

Job description

CLA is looking to hire a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. You will lead tax engagements for high-net-worth individuals, trusts, and pass-through entities, providing strategic income, gift, and estate tax planning.

The ideal candidate has 6 years of relevant experience, a Bachelor's degree in Accounting or Finance, and CPA certification. EA or JD may be accepted in lieu of CPA. CLA offers comprehensive wellness and benefits programs.