Tax Leader for High-Net-Worth Clients (Portland)

CliftonLarsonAllen LLP; Las Vegas (NV); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

CliftonLarsonAllen LLP in Portland, OR is seeking a Tax Manager/Director to lead our high-net-worth private client group. You will collaborate with a seasoned team, advise on income, gift and estate tax planning, and oversee complex engagements for individuals, trusts, and pass-through entities.

Required CPA (EA or JD may be accepted). A bachelor’s degree is mandatory, with 6 years of relevant experience. CLA emphasizes wellness and comprehensive benefits for its professionals.

Qualifications

• 6 years of relevant experience required.
• CPA required (EA or JD may be accepted in lieu of CPA certification).
• Experience with high net worth individuals, trusts, pass-through entities, and gift reporting preferred.

Responsibilities

• Collaborate with a 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.

Skills

High-net-worth client experience

Education

Bachelor's degree in Accounting, Finance, or related field

Degree in Accounting, Finance, or related preferred

Job description

CliftonLarsonAllen LLP in Portland, OR is seeking a Tax Manager/Director to lead our high-net-worth private client group. You will collaborate with a seasoned team, advise on income, gift and estate tax planning, and oversee complex engagements for individuals, trusts, and pass-through entities.

Required CPA (EA or JD may be accepted). A bachelor’s degree is mandatory, with 6 years of relevant experience. CLA emphasizes wellness and comprehensive benefits for its professionals.