Tax Manager/Director for HNW & Trusts — Flexible Autonomy

CliftonLarsonAllen; Minneapolis (MN); On-site; USD 106,000 - 181,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401k plan

Job summary

CLA in Minneapolis is seeking a Tax Manager/Director - Individual & Trust to join our Minneapolis office. You will review high net worth individual income tax returns and collaborate with CLA's Wealth Advisory practice.

Thrive in an entrepreneurial environment that offers flexibility, autonomy, and the encouragement to make things happen. You will lead the engagement progress by monitoring time, budgets, and deadlines, and communicate important developments to the engagement principal along with

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Minimum 6 years in public accounting or professional services with high net worth (HNW) clients focusing on trusts and individual tax planning and compliance.
• CPA license is required; JD or Enrolled Agent may be accepted in lieu of CPA.

Responsibilities

• Review high net worth individual income tax returns and collaborate with Wealth Advisory.
• Thrive in an entrepreneurial environment with flexibility, autonomy, and encouragement.
• Lead engagement progress by monitoring time, budgets, and deadlines.
• Communicate developments to the engagement principal with facts, conclusions, and recommendations.

Skills

Public accounting experience

High net worth (HNW) clients

Tax planning and compliance for trusts

Client communication and engagement

Education

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

CPA license

JD or Enrolled Agent (EA) may be accepted in lieu of CPA

Job description

CLA in Minneapolis is seeking a Tax Manager/Director - Individual & Trust to join our Minneapolis office. You will review high net worth individual income tax returns and collaborate with CLA's Wealth Advisory practice.

Thrive in an entrepreneurial environment that offers flexibility, autonomy, and the encouragement to make things happen. You will lead the engagement progress by monitoring time, budgets, and deadlines, and communicate important developments to the engagement principal along with