Tax Director: High-Net-Worth Private Clients

CliftonLarsonAllen LLP; Milwaukee (WI); Remote; USD 140,000 - 200,000; Full time

Job summary

CLA is hiring a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. You will lead, supervise and review tax engagements for high net-worth individuals and related trusts and entities, while developing team members and fostering client opportunities.

Qualified candidates have 6+ years of relevant experience, a Bachelor's in Accounting/Finance, CPA certification (EA/JD may be accepted in lieu of CPA), and experience with complex tax planning for private

Qualifications

• 6 years of relevant experience required.
• 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)
• Degree in Accounting, Finance, or related preferred.

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.

Education

Bachelor's degree in Accounting/Finance

CPA certification

Job description

CLA is hiring a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. You will lead, supervise and review tax engagements for high net-worth individuals and related trusts and entities, while developing team members and fostering client opportunities.

Qualified candidates have 6+ years of relevant experience, a Bachelor's in Accounting/Finance, CPA certification (EA/JD may be accepted in lieu of CPA), and experience with complex tax planning for private