Tax Manager or Director - Gift, Estate, Trusts

CliftonLarsonAllen Wealth Advisors, LLC; Missouri; On-site; USD 110,000 - 170,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks a Tax Director/Manager to lead tax engagements in St. Louis, MO. You will consult on planning, review complex returns, and guide a team through wealth transfer and estate planning tasks.

The role requires 6+ years in tax at a public accounting firm, a Bachelor’s in Accounting/Finance, and CPA (JD/EA may substitute). This is a full-time, on-site position in Saint Louis.

Qualifications

• 6+ years of experience in tax roles within a public accounting firm.
• Bachelor's degree in Accounting, Finance, or related field.
• CPA is required; JD or EA may be accepted in place of CPA certification.

Responsibilities

• Consult with clients on tax planning and business processes.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members to build careers.
• Review complex individual and corporate tax returns, including wealth transfer and estate planning.

Skills

Tax planning

Client advisory

Team supervision

Mentoring

Education

Bachelor's degree in Accounting/Finance

CPA

Job description

## Tax Manager or Director - Gift, Estate, TrustsApplylocations: St Louis, MOtime type: Full timeposted on: Posted Todayjob requisition id: R17604CLA is a top 10 national professional services firm where **our purpose is to** *create opportunities* every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.CLA is currently seeking a **Tax Director or Manager** to join our St. Louis Tax practice.How you’ll *create opportunities* in this Tax Manager or Director role:* 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 *inspired careers.** Foster and build opportunities for our clients, communities, and people.* Become an industry professional and attend industry-leading events and trainings.* Perform a range of tax procedures in accordance with the size and complexity of the engagement (including wealth transfer and estate planning).* Review complex individual and corporate tax returns.What you will need:* You have a minimum of 6 years of experience serving in a tax role with a public accounting firm.* You have a Bachelor’s Degree in Accounting, Finance, or a related field.* CPA is required. JD or EA may be accepted in place of CPA certification.* You are looking for a firm that will support and foster your aspiring career goals.* You jump at the chance to help others, and you’re ready to join a team of high-performing people.* You have a knack for solving issues and confidently bring solutions to the table.* You love to work with clients to help their businesses succeed strategically#LI- TB1