Tax Manager or Director Private Client Services

CliftonLarsonAllen; Cranston (RI); On-site; USD 90,000 - 150,000; Full time

Job summary

CliftonLarsonAllen seeks a Tax Director or Manager for its Rhode Island Private Client Services Team. The role involves providing comprehensive tax planning and consulting services while leading and developing team members. Ideal candidates have over six years of relevant experience and an active CPA, JD, or EA certification.

Benefits

Flexible PTO

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Qualifications

• Minimum 6 years experience in a tax role with a public accounting firm.
• Active CPA, JD, or EA certification required.

Responsibilities

• Deliver full range of gift, estate, and trust tax planning services.
• Schedule, supervise, and review tax engagements.
• Review complex individual and partnership tax returns.

Skills

Problem Solving

Client Management

Team Development

Education

Bachelor’s Degree in Accounting

CPA, JD, or EA certification

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 looking to hire a Tax Director or Manager to join our Rhode Island Private Client Services Team. Opportunities are available in our Cranston, RI or New Bedford, Ma locations.

How you’ll create opportunities in this Tax Manager/Director role:

• Consult clients by delivering a full range of gift, estate, and trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection, reviewing trust, estate, gift and high net worth individual income tax returns.
• Collaborate with CLA’s Wealth Advisory practice and other client professionals.
• 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.
• Review complex individual, pass-through entity, and partnership 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.
• You have an active CPA, JD, or EA 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.

Our Perks:

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits here

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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.

To view a complete list of benefits click here.