Tax Manager for High-Net-Worth Clients

CLA (CliftonLarsonAllen); Portland (OR); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

CLA (CliftonLarsonAllen) is seeking a Tax Manager/Director to lead engagements for high-net-worth clients in a dynamic firm. You will collaborate with a strong team, consult on income, gift and estate tax planning, and drive complex tax engagements end-to-end.

The role emphasizes developing staff, fostering client opportunities, and participating in industry events. A CPA and substantial experience are required, with a degree in accounting or finance.

Qualifications

• 6 years of relevant experience required.
• Experience with high net worth individuals, trusts, pass-through entities, and gift reporting preferred.
• Bachelor's degree in Accounting, Finance, or related field required.
• CPA certification required (EA or JD may be accepted in lieu of CPA)

Responsabilités

• Collaborate with a robust team 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.
• Develop and train team members to build inspired careers.
• Foster and build opportunities for our clients, communities, and people.
• Participate in local industry events and trainings.

Connaissances

Tax planning

Leadership

Client relations

Mentoring

Formation

Bachelor's degree in Accounting or Finance

CPA certification

Outils

Tax software

Description du poste

CLA (CliftonLarsonAllen) is seeking a Tax Manager/Director to lead engagements for high-net-worth clients in a dynamic firm. You will collaborate with a strong team, consult on income, gift and estate tax planning, and drive complex tax engagements end-to-end.

The role emphasizes developing staff, fostering client opportunities, and participating in industry events. A CPA and substantial experience are required, with a degree in accounting or finance.