Tax Director - High-Net-Worth Private Clients

CliftonLarsonAllen LLP; Orlando (FL); Remote; USD 140,000 - 190,000; Full time

Job summary

CliftonLarsonAllen LLP is seeking a Tax Manager/Director to join our high-net-worth private client group in Portland, OR. You will lead tax engagements for complex individuals, trusts and pass-throughs, while coaching team members and collaborating with a seasoned advisory team.

The role emphasizes sophisticated planning, client consultation, and development of staff in a supportive, growth-oriented environment within a national professional services firm.

Qualifications

• 6 years of relevant experience required.
• Experience with high net worth individuals, trusts, pass-through entities, and gift reporting preferred.
• Bachelor's degree in Accounting, Finance, or related field; CPA required.

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.
• Develop and train team members to grow their careers.

Skills

Experience

High net worth client experience

Education

Bachelor's degree

CPA certification

Job description

CliftonLarsonAllen LLP is seeking a Tax Manager/Director to join our high-net-worth private client group in Portland, OR. You will lead tax engagements for complex individuals, trusts and pass-throughs, while coaching team members and collaborating with a seasoned advisory team.

The role emphasizes sophisticated planning, client consultation, and development of staff in a supportive, growth-oriented environment within a national professional services firm.