Tax Manager/Director — High-Net-Worth Planning (Portland)

CLA (CliftonLarsonAllen); Atlanta (GA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

CLA (CliftonLarsonAllen) is seeking a Tax Manager/Director to join our high-net-worth private client group in Portland, OR. The role focuses on sophisticated tax planning for high-net-worth individuals, trusts, and pass-through entities, with leadership responsibilities for a talented team.

The ideal candidate will have CPA certification, 6+ years of relevant experience, and a degree in Accounting or Finance.

Qualifications

• 6 years of relevant tax experience required.
• CPA certification required (EA or JD may be accepted in lieu of CPA).
• Bachelor's degree in Accounting or Finance required.

Responsibilities

• Collaborate with team dedicated to serving high net worth clients.
• Consult with clients on income, gift and estate tax planning.
• Lead, supervise, and review tax engagements for high-net-worth clients, including complex individuals, trusts, and pass-through entities.
• Develop and train team members to build inspired careers.
• Foster and build opportunities for clients, communities, and people.
• Participate in local industry-leading events and trainings.

Skills

CPA certification

High net worth client experience

Trusts and pass-through entities

Education

Bachelor's degree in Accounting or Finance

Job description

CLA (CliftonLarsonAllen) is seeking a Tax Manager/Director to join our high-net-worth private client group in Portland, OR. The role focuses on sophisticated tax planning for high-net-worth individuals, trusts, and pass-through entities, with leadership responsibilities for a talented team.

The ideal candidate will have CPA certification, 6+ years of relevant experience, and a degree in Accounting or Finance.