Tax Manager/Director - HNW Individuals & Trusts

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

Job summary

CLA is seeking a Tax Manager/Director – Individual & Trust to join our Minneapolis office. You will review high net worth individual income tax returns and collaborate with CLA’s Wealth Advisory practice, while leading engagement progress by monitoring time, budgets and deadlines.

Requirements include a Bachelor's Degree in Accounting or Finance, at least 6 years in public accounting or professional services with HNW trusts and tax planning, and a CPA license (JD/EA may be accepted in lieu of

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field.
• Minimum of 6 years of public accounting or professional services experience with high net worth clients (trusts and individual tax).
• CPA license required or JD/EA may be accepted in lieu of CPA.

Responsibilities

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

Skills

Tax planning

Public accounting

Education

Bachelor's Degree in Accounting/Finance

CPA license

Job description

CLA is seeking a Tax Manager/Director – Individual & Trust to join our Minneapolis office. You will review high net worth individual income tax returns and collaborate with CLA’s Wealth Advisory practice, while leading engagement progress by monitoring time, budgets and deadlines.

Requirements include a Bachelor's Degree in Accounting or Finance, at least 6 years in public accounting or professional services with HNW trusts and tax planning, and a CPA license (JD/EA may be accepted in lieu of