Tax Senior: High Net Worth Client Advisor (Portland)

CLA (CliftonLarsonAllen); Las Vegas (NV); On-site; USD 90,000 - 120,000; Full time

Job summary

CLA is seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. You will lead engagements, supervise and review returns for individuals, trusts, and related entities, and collaborate with clients to provide tax advisory services.

You will develop staff, expand technical knowledge, and work with a range of clients. This role requires CPA eligibility or pursuit, 2 years of experience, and a degree in accounting/finance.

Qualifications

• 2 years of relevant experience required
• 1 year experience supervising and reviewing preferred
• Experience with high net worth individuals, trusts and gift reporting preferred
• Eligible to sit for CPA exam preferred

Responsibilities

• 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.

Education

Bachelor's degree in Accounting, Finance or related field

Job description

CLA is seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. You will lead engagements, supervise and review returns for individuals, trusts, and related entities, and collaborate with clients to provide tax advisory services.

You will develop staff, expand technical knowledge, and work with a range of clients. This role requires CPA eligibility or pursuit, 2 years of experience, and a degree in accounting/finance.