Tax Director, High-Net-Worth Private Clients (Portland)

CLA (CliftonLarsonAllen); Boise (ID); On-site; USD 120,000 - 180,000; Full time

Job summary

CLA (CliftonLarsonAllen) is seeking a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. You will lead tax engagements, consult with clients on income, gift and estate tax planning, and mentor staff to build inspired careers.

Requirements: 6 years of relevant experience, CPA required (EA or JD may be accepted in lieu). Bachelor's degree in Accounting or Finance preferred. Equal Opportunity Employer.

Qualifications

• 6 years of relevant experience in tax services for high-net-worth individuals or entities.
• Strong knowledge of income, gift and estate tax planning.
• Experience supervising tax engagements and training staff.

Responsibilities

• Lead, supervise and review tax engagements for high-net-worth clients.
• Consult with clients on income, gift and estate tax planning.
• Develop and train team members to advance their careers.

Skills

Tax planning

Client consultation

High-net-worth client service

Education

Bachelor's degree in Accounting or Finance

CPA certification

Job description

CLA (CliftonLarsonAllen) is seeking a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. You will lead tax engagements, consult with clients on income, gift and estate tax planning, and mentor staff to build inspired careers.

Requirements: 6 years of relevant experience, CPA required (EA or JD may be accepted in lieu). Bachelor's degree in Accounting or Finance preferred. Equal Opportunity Employer.