Tax Manager/Director

CLA (CliftonLarsonAllen); Portland (OR); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

CLA (CliftonLarsonAllen) is seeking a Tax Manager/Director to lead engagements for high-net-worth clients in a dynamic firm. You will collaborate with a strong team, consult on income, gift and estate tax planning, and drive complex tax engagements end-to-end.

The role emphasizes developing staff, fostering client opportunities, and participating in industry events. A CPA and substantial experience are required, with a degree in accounting or finance.

Qualifikationen

• 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)

Aufgaben

• 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 typical for high-net-worth clients.
• Develop and train team members to build inspired careers.
• Foster and build opportunities for our clients, communities, and people.
• Participate in local industry events and trainings.

Kenntnisse

Tax planning

Leadership

Client relations

Mentoring

Ausbildung

Bachelor's degree in Accounting or Finance

CPA certification

Tools

Tax software

Jobbeschreibung

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

As a Tax Manager/Director, you will:

• 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.

What you will need:

• 6 years of relevant experience required.
• Experience in professional accounting, finance, or related field preferred.
• Experience with high net worth individuals, trusts, pass-through entities, and gift reporting preferred
• Bachelor's degree required
  • Degree in Accounting, Finance, or related preferred.
• CPA required (EA or JD may be accepted in lieu of CPA certification)

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits, click here.