Tax Manager/Director – High-Net-Worth Private Clients

CliftonLarsonAllen LLP; Fort Worth (TX); Remote; USD 120,000 - 180,000; Full time

Job summary

CliftonLarsonAllen LLP is seeking a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. The role focuses on leading tax engagements for high net worth individuals, trusts, and complex pass-through entities while mentoring a team and expanding client opportunities.

The ideal candidate has CPA certification, 6+ years of experience in professional accounting/finance, and a degree in accounting or finance.

Qualifications

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

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.

Skills

Tax planning experience

Client communication

Leadership

Team mentoring

Education

Bachelor's degree in Accounting/Finance

CPA

Job description

CliftonLarsonAllen LLP is seeking a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office. The role focuses on leading tax engagements for high net worth individuals, trusts, and complex pass-through entities while mentoring a team and expanding client opportunities.

The ideal candidate has CPA certification, 6+ years of experience in professional accounting/finance, and a degree in accounting or finance.