Tax Manager or Director Individuals, Trusts & Estates

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 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 Manager/Director – Individual & Trust to join our Minneapolis office.

How You’ll Create Opportunities In This Manager/Director Role

• Review high net worth individual income tax returns and collaborate with CLA’s Wealth Advisory practice.
• Thrive in an entrepreneurial environment that offers a ton of flexibility, autonomy, and the encouragement to make things happen.
• Lead the engagement progress by monitoring time, budgets and deadlines for adherence.
• Communicate important developments to the engagement principal along with facts, conclusions, and recommendations.

What You Will Need

• You have a Bachelor's Degree in Accounting, Finance, or a related field.
• You have a minimum of 6 years of public accounting or professional services experience working with high net worth (HNW) clients with an emphasis in trusts and individual tax planning and compliance.
• CPA license certification is required. A JD degree or Enrolled Agent (EA) certification may be accepted in lieu of a CPA license.

Compensation Strategy

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The Minnesota Posting Range for this role is $105,600. - $181,000.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.