Tax Director - High Net Worth Private Clients

CliftonLarsonAllen LLP; Phoenix (AZ); Remote; USD 120,000 - 180,000; Full time

Job summary

CLA seeks a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. You will lead and supervise tax engagements for high net worth individuals, trusts, and pass-through entities, while mentoring staff and expanding client opportunities.

The role emphasizes collaboration with a strong team and ongoing client advisory on income, gift, and estate tax planning within a national professional services firm.

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
• CPA required (EA or JD may be accepted in lieu of CPA certification)
• Bachelor's degree required (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, or related field

Job description

CLA seeks a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. You will lead and supervise tax engagements for high net worth individuals, trusts, and pass-through entities, while mentoring staff and expanding client opportunities.

The role emphasizes collaboration with a strong team and ongoing client advisory on income, gift, and estate tax planning within a national professional services firm.