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

CliftonLarsonAllen LLP; Charlotte (NC); Remote; USD 120,000 - 180,000; Full time

Job summary

CliftonLarsonAllen LLP (CLA) is seeking a Tax Manager/Director to join our high‑net‑worth private client group in Portland, OR. You will lead complex tax engagements for high net worth individuals, trusts, and pass‑through entities, delivering strategic planning and client‑focused service.

You will mentor staff, oversee engagements, and collaborate with a strong national team to expand opportunities for clients and communities.

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 preferred.
• CPA required (EA or JD may be accepted in lieu of CPA certification).

Responsibilities

• Collaborate with 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

Tax planning

Client management

Team leadership

Trusts & estates

Business advisory

Education

Bachelor's degree

CPA certification

Job description

CliftonLarsonAllen LLP (CLA) is seeking a Tax Manager/Director to join our high‑net‑worth private client group in Portland, OR. You will lead complex tax engagements for high net worth individuals, trusts, and pass‑through entities, delivering strategic planning and client‑focused service.

You will mentor staff, oversee engagements, and collaborate with a strong national team to expand opportunities for clients and communities.