Tax Manager/Director — High Net Worth & Trusts

CliftonLarsonAllen LLP; Minneapolis (MN); On-site; USD 106,000 - 181,000; Full time

Benefits offered by this job

Health insurance

Dental

Vision

401k

Job summary

CliftonLarsonAllen LLP in Minneapolis seeks a Tax Manager/Director – Individual & Trust to join our team. Review high net worth individual returns and collaborate with our Wealth Advisory practice.

Thrive in an entrepreneurial environment that emphasizes flexibility, autonomy, and execution. You will lead engagement progress by monitoring time, budgets, and deadlines, and communicate developments to the engagement principal with facts, conclusions, and recommendations.

Qualifications

• Minimum of 6 years in public accounting or professional services with high net worth clients focusing on trusts and individual tax planning and compliance.
• CPA license required; JD or Enrolled Agent may be accepted in lieu of CPA.
• Experience reviewing high net worth individual returns and collaborating with wealth advisory teams.

Responsibilities

• Review high net worth individual income tax returns and collaborate with Wealth Advisory practice.
• Lead engagement progress by monitoring time, budgets and deadlines.
• Communicate important developments, conclusions, and recommendations to the engagement principal.

Skills

6+ years experience

CPA license

HNW trust tax

Education

Bachelor's Degree in Accounting/Finance

Job description

CliftonLarsonAllen LLP in Minneapolis seeks a Tax Manager/Director – Individual & Trust to join our team. Review high net worth individual returns and collaborate with our Wealth Advisory practice.

Thrive in an entrepreneurial environment that emphasizes flexibility, autonomy, and execution. You will lead engagement progress by monitoring time, budgets, and deadlines, and communicate developments to the engagement principal with facts, conclusions, and recommendations.