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

Milwaukee Succeeds; Portland (OR); Remote; USD 120,000 - 180,000; Full time

Job summary

CLA in Portland, OR is seeking a Tax Manager/Director to join our high-net-worth private client group. You will lead, supervise, and review tax engagements for high net worth individuals, trusts, and pass-through entities, and contribute to client service excellence.

The role emphasizes strategic tax planning, staff development, and collaboration with a robust team. A CPA is required with at least 6 years of relevant experience; a JD or EA may be accepted in lieu of CPA.

Qualifications

• 6 years of relevant experience required.
• Experience in professional accounting, finance, or related field preferred.
• Experience with high net worth individuals, trusts , pass-through entities, and gift reporting preferred
• Degree in Accounting, Finance, or related preferred.

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

Client collaboration

Leadership & supervision

Education

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

CPA certification

Job description

CLA in Portland, OR is seeking a Tax Manager/Director to join our high-net-worth private client group. You will lead, supervise, and review tax engagements for high net worth individuals, trusts, and pass-through entities, and contribute to client service excellence.

The role emphasizes strategic tax planning, staff development, and collaboration with a robust team. A CPA is required with at least 6 years of relevant experience; a JD or EA may be accepted in lieu of CPA.