Tax Manager/Director — Strategy, Leadership & Growth

CliftonLarsonAllen Wealth Advisors, LLC; Walnut Creek (CA); On-site; USD 115,000 - 194,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) plan

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Tax Manager or Director to support our tax practice in California. You will consult on business processes, lead tax engagements, and develop staff while advancing client strategies. Real estate experience is highly preferred and CPA certification is required.

Ideal candidates have 6+ years in a large firm, strong leadership, and a client-driven mindset. This role offers competitive compensation and growth opportunities within CLA’s tax

Qualifications

• 6 years of experience in a large professional services or public accounting firm.
• CPA required (EA or JD may be accepted in lieu of CPA).
• Experience with real estate industry highly preferred.

Responsibilities

• Consult with clients on business processes such as succession and tax planning.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members to help them build careers.
• Foster and build opportunities for clients, communities, and people.
• Attend industry events and trainings to stay current.
• Review complex individual and corporate tax returns.

Skills

Tax planning

Leadership

Client relations

Public accounting

Education

Bachelor’s Degree in Accounting or Finance

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Tax Manager or Director to support our tax practice in California. You will consult on business processes, lead tax engagements, and develop staff while advancing client strategies. Real estate experience is highly preferred and CPA certification is required.

Ideal candidates have 6+ years in a large firm, strong leadership, and a client-driven mindset. This role offers competitive compensation and growth opportunities within CLA’s tax