Tax Manager/Director, High Net Worth Individuals

CLA (CliftonLarsonAllen); Fort Myers (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Vision plan

401k

Job summary

CLA Florida’s High Net Worth Individuals and Family Office Tax team seeks a Tax Director or Manager to join in-office at Fort Myers, Naples, Tampa, Lakeland, or Orlando. You will advise on strategic tax planning for families and investments, lead engagements, and mentor staff.

Requirements include 6+ years in tax, a JD/CPA/EA, and a relevant degree. The role emphasizes client service and professional growth within a collaborative firm culture.

Qualifications

• 6+ years of experience in a tax role within public accounting or professional services.
• Active JD, CPA, or EA certification.
• Bachelor's degree in accounting, finance, or related field.

Responsibilities

• Consult with HNW clients on strategic tax planning for family and investments.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members to build inspired careers.
• Foster opportunities for clients, communities, and people.
• Attend industry events and trainings to stay current.
• Perform a range of tax procedures based on engagement complexity.
• Review complex HNW personal returns and related entity returns.

Skills

Tax experience

Client advisory

Education

Bachelor's degree in accounting/finance

Job description

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.

CLA is looking to hire a Tax Director or Manager to join CLA Florida’s High Net Worth Individuals and Family Office Tax team. You’ll have the opportunity in this role to work with our clients as you progress in your inspired career. This is an in-office position based out of any of our Florida offices: Fort Myers, Naples, Tampa, Lakeland, or Orlando, with a preference for one of our Southwest FL offices.

How you’ll _ create opportunities _ in this Tax Manager/Director role:

• Consult with our HNW clients on strategic tax planning for both themselves, their family, and their privately held investments.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members to help them build inspired careers.
• Foster and build opportunities for our clients, communities, and people.
• Become an industry professional and attend industry-leading events and trainings.
• Perform a range of tax procedures in accordance with the size and complexity of the engagement.
• Review complex HNW personal tax returns as well as any partnership, pass-thru, or S-corp returns that may be owned by these clients.

What you will need:

• You have a minimum of 6 years of experience serving in a tax role with public accounting and/or professional services firm.
• You have a Bachelor’s Degree in Accounting, Finance, or a related field.
• You have an active JD, CPA, or EA certification.
• You are looking for a firm that will support and foster your aspiring career goals.
• You jump at the chance to help others, and you’re ready to join a team of high-performing people.
• You have a knack for solving issues and confidently bring solutions to the table.
• You love to work with clients’ to help their businesses succeed strategically.

#LI-EL1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.