Tax Senior Associate — Private Client Services Portland

CliftonLarsonAllen LLP; Salt Lake City (UT); Remote; USD 110.000 - 150.000; Vollzeit

Benefits dieser Stelle

Wellness benefits (health, dental, viz

Zusammenfassung

CLA is a top 10 national professional services firm seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. You will prepare, supervise, and review engagements involving individuals, trusts, and gift reporting, while partnering with clients to provide tailored tax advisory services.

You will also focus on engagement management and operational excellence, develop and mentor team members, and expand your knowledge through client interactions, self-study,

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Tax experience

Client communication

Engagement management

Mentoring staff

Ausbildung

Bachelor's degree in Accounting/Finance

Jobbeschreibung

CLA is a top 10 national professional services firm seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. You will prepare, supervise, and review engagements involving individuals, trusts, and gift reporting, while partnering with clients to provide tailored tax advisory services.

You will also focus on engagement management and operational excellence, develop and mentor team members, and expand your knowledge through client interactions, self-study,