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

CliftonLarsonAllen LLP; Salt Lake City (UT); Remote; USD 140,000 - 230,000; Full time

Job summary

CLA is seeking a Tax Manager/Director to join its high-net-worth private client group in the Portland, OR office. The role focuses on leading tax engagements for high-net-worth individuals, trusts, and related entities, while mentoring and developing team members.

The candidate will advise on income, gift, and estate tax planning, supervise engagements, and contribute to business development. CPA is required; EA/JD 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
• Bachelor's degree required; Degree in Accounting, Finance, or related preferred.
• CPA required (EA or JD may be accepted in lieu of CPA certification)

Responsibilities

• Collaborate with the tax team to serve high net worth clients.
• Consult with clients on income, gift, and estate tax planning.

Skills

Tax planning

Client service

Team leadership

Communication

CPA awareness

Education

Bachelor's degree in Accounting/Finance

CPA certification

Job description

CLA is seeking a Tax Manager/Director to join its high-net-worth private client group in the Portland, OR office. The role focuses on leading tax engagements for high-net-worth individuals, trusts, and related entities, while mentoring and developing team members.

The candidate will advise on income, gift, and estate tax planning, supervise engagements, and contribute to business development. CPA is required; EA/JD may be accepted in lieu of CPA.