Tax Leader for High-Net-Worth Private Clients

CliftonLarsonAllen LLP

Portland (OR)

On-site

USD 120,000 - 180,000

Full time

3 days ago
Be an early applicant
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

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

The role requires CPA and a bachelor’s degree with at least six years of relevant experience in professional accounting or finance. CLA offers strong client exposure, collaborative teams, and opportunities for career growth.

Qualifications

  • 6 years of relevant experience in professional accounting or finance.
  • Degree in Accounting, Finance, or related preferred.
  • CPA required (EA or JD may be accepted in lieu of CPA certification).

Responsibilities

  • 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.

Education

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

Job description

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

The role requires CPA and a bachelor’s degree with at least six years of relevant experience in professional accounting or finance. CLA offers strong client exposure, collaborative teams, and opportunities for career growth.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Tax Director, High Net Worth Private Clients | Portland
Tax Director, High Net Worth Private Clients | Portland

CliftonLarsonAllen Wealth Advisors, LLC • Portland (OR), Northern (KY)

Hybrid
USD 120,000 - 200,000
Tax Senior for High-Net-Worth Private Clients
Tax Senior for High-Net-Worth Private Clients

CliftonLarsonAllen • Portland (OR)

On-site
USD 90,000 - 120,000
Tax Senior — High Net Worth Private Clients (Portland)
Tax Senior — High Net Worth Private Clients (Portland)

CliftonLarsonAllen Wealth Advisors, LLC • Portland (OR), Northern (KY)

Hybrid
USD 90,000 - 120,000
Health insurance
Dental insurance
401(k) plan
Tax Senior: High Net Worth Private Clients (Portland)
Tax Senior: High Net Worth Private Clients (Portland)

CLA (CliftonLarsonAllen) • Portland (OR)

On-site
USD 90,000 - 120,000
Health, dental, vision benefits
401k plan
Wellness program
Tax Manager/Director
Tax Manager/Director

CliftonLarsonAllen Wealth Advisors, LLC • Portland (OR), Northern (KY)

Hybrid
USD 120,000 - 200,000
Tax Director/Manager: Lead Client Tax Strategies
Tax Director/Manager: Lead Client Tax Strategies

CLA (CliftonLarsonAllen) • Tucson (AZ)

On-site
USD 107,000 - 175,000
Health insurance
Dental insurance
Vision insurance
+1
Tax Director/Manager — Lead Client Tax Strategy & Teams
Tax Director/Manager — Lead Client Tax Strategy & Teams

CliftonLarsonAllen • Salt Lake City (UT)

On-site
USD 107,000 - 175,000
Tax Manager/Director — High Net Worth & Trusts
Tax Manager/Director — High Net Worth & Trusts

CliftonLarsonAllen LLP • Minneapolis (MN)

On-site
USD 106,000 - 181,000
Health insurance
Dental
Vision
+1
Tax Manager/Director — Strategy, Leadership & Growth
Tax Manager/Director — Strategy, Leadership & Growth

CliftonLarsonAllen Wealth Advisors, LLC • Walnut Creek (CA)

On-site
USD 115,000 - 194,000
Health, dental, vision insurance
401(k) plan
Tax Manager/Director
Tax Manager/Director

CliftonLarsonAllen LLP • Portland (OR)

On-site
USD 120,000 - 180,000