Tax Senior Associate

CLA (CliftonLarsonAllen); Portland (OR); Presencial; USD 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

401(k) plan

Wellness programs

Descripción de la vacante

CLA is seeking a Tax Senior for our High Net Worth Private Client group in Portland, OR. You will prepare, supervise, and review engagements for individuals, trusts and related pass-through entities, delivering tailored tax advisory services to VIP clients.

The ideal candidate holds a Bachelor’s in Accounting or Finance, with CPA eligibility preferred, and has 2 years of relevant experience plus supervisory exposure. You’ll join a firm that values problem solving and client-centric solutions.

Formación

• 2 years of relevant experience required.
• 1 year experience supervising and reviewing preferred.
• Experience with high net worth individuals, trusts and gift reporting preferred.
• Bachelor’s degree in Accounting, Finance or related field required.
• Eligible to sit for CPA exam preferred.
• You are looking for a firm that will support and foster your aspiring career goals.
• You have a knack for solving issues and confidently bring solutions to the table.

Responsabilidades

• Prepare, supervise, and review individual, trust, gift and related owner pass-through entity engagements.
• Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.
• Focus on engagement management and operational excellence.
• Develop and train team members to help them build inspired careers.
• Expand your technical and professional knowledge through greater exposure to client interactions, regular self-study, and training opportunities.
• Get the opportunity to work with many great clients.

Conocimientos

2 years of relevant experience

Supervising experience

Client advisory

Problem solving

Educación

Bachelor’s degree in Accounting/Finance

CPA exam eligibility preferred

Descripción del empleo

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 Senior to join our high net worth private client group in our Portland, OR office!

As a Tax Senior, you will:

• Prepare, supervise, and review individual, trust, gift and related owner pass-through entity engagements.
• Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.
• Focus on engagement management and operational excellence.
• Develop and train team members to help them build inspired careers.
• Expand your technical and professional knowledge through greater exposure to client interactions, regular self-study, and training opportunities.
• Get the opportunity to work with many great clients.

What you will need:

• 2 years of relevant experience required
• 1 year experience supervising and reviewing preferred
• Experience with high net worth individuals, trusts and gift reporting preferred
• Bachelor’s degree in Accounting, Finance or related field required
• Eligible to sit for CPA exam preferred
• You are looking for a firm that will support and foster your aspiring career goals.
• You have a knack for solving issues and confidently bring solutions to the table.

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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.