Tax Director/Manager — Lead Tax Strategy & Client Growth

CliftonLarsonAllen Wealth Advisors, LLC; Tempe (AZ); On-site; USD 107,000 - 175,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Tax Director or Manager to join our Tax practice in multiple locations, including Tempe, AZ. The role involves leading tax engagements, client consultation on planning and succession, and developing the tax team while delivering high-quality services across individual and corporate tax matters.

The position requires CPA certification, a Bachelor's degree in accounting/finance, and at least six years in tax within a public accounting or

Qualifications

• 6 years of experience in tax at a public accounting or professional services firm.
• CPA certification is required (EA or JD may be accepted in lieu of CPA).
• Bachelor’s degree in Accounting, Finance, or related field required.

Responsibilities

• Consult with clients on business processes such as succession and tax planning.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members to help them build careers.
• Foster opportunities for clients, communities, and people.
• Attend industry events and trainings to stay industry-ready.
• Perform tax procedures appropriate to engagement size and complexity.
• Review complex individual and corporate tax returns.

Skills

Tax planning

Client consulting

Team leadership

Review tax returns

Education

CPA certification

Bachelor's degree in Accounting/Finance

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Tax Director or Manager to join our Tax practice in multiple locations, including Tempe, AZ. The role involves leading tax engagements, client consultation on planning and succession, and developing the tax team while delivering high-quality services across individual and corporate tax matters.

The position requires CPA certification, a Bachelor's degree in accounting/finance, and at least six years in tax within a public accounting or