Tax Manager/Director: High-Net-Worth Private Client (Portland)

CliftonLarsonAllen LLP

Portland (OR)

Remote

USD 120,000 - 170,000

Full time

5 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Comprehensive benefits (health, dental

vision, 401k

Job summary

CLA, a top national professional services firm, is seeking a Tax Manager/Director to join our high-net-worth private client group in Portland, OR. In this role, you will lead and supervise tax engagements for complex individual, trust, gift, and pass-through entities, while advising clients on income, gift, and estate planning.

The ideal candidate has a CPA, at least 6 years of relevant experience in accounting or finance, and a background serving high-net-worth individuals.

Qualifications

6 years of relevant tax experience required.
Experience with high net worth individuals, trusts, pass-through entities preferred.
CPA required; EA or JD may be accepted in lieu of CPA.

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.