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

CliftonLarsonAllen LLP; St. Louis (MO); Remote; USD 120,000 - 180,000; Full time

Job summary

CLA (CliftonLarsonAllen LLP) is seeking a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. You will collaborate with a robust team to consult on income, gift and estate tax planning, and lead engagements for high-net-worth individuals, trusts, and pass-through entities.

You will develop and train team members, foster client opportunities, and participate in industry events and trainings. A CPA is required; EA or JD may be accepted in lieu of CPA.

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 required.
• CPA certification required; EA or JD may be accepted in lieu of CPA.

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, including complex individuals, trusts, 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

Team leadership

Client collaboration

Mentoring

Training & development

Education

Bachelor's degree in Accounting or Finance

CPA certification

Job description

CLA (CliftonLarsonAllen LLP) is seeking a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. You will collaborate with a robust team to consult on income, gift and estate tax planning, and lead engagements for high-net-worth individuals, trusts, and pass-through entities.

You will develop and train team members, foster client opportunities, and participate in industry events and trainings. A CPA is required; EA or JD may be accepted in lieu of CPA.