Tax Senior – High Net Worth Private Client (Portland)

CliftonLarsonAllen LLP; Orlando (FL); Remote; USD 80.000 - 110.000; Vollzeit

Zusammenfassung

CLA is a top 10 national professional services firm seeking a Tax Senior to join our Portland, OR private client group. You will prepare, supervise, and review engagements for individuals, trusts, and related owner pass-through entities, while partnering with clients to provide customized tax advisory services.

The role emphasizes engagement management, training team members, and expanding your technical knowledge through client interactions and ongoing training opportunities.

Qualifikationen

• 2 years of relevant experience required.
• Bachelor's degree in Accounting, Finance or related field required.
• Eligible to sit for CPA exam preferred.
• Experience with high net worth individuals, trusts and gift reporting preferred.
• 1 year supervising and reviewing preferred.
• Ability to solve issues and present solutions to clients.

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 research complex tax issues.
• Focus on engagement management and operational excellence.
• Develop and train team members to help them build inspired careers.
• Expand technical and professional knowledge through client interactions and training.
• Work with many great clients.

Kenntnisse

2 years of relevant experience

1 year supervising and reviewing

Experience with high net worth clients

Problem solving

Ausbildung

Bachelor's degree in Accounting/Finance

Jobbeschreibung

CLA is a top 10 national professional services firm seeking a Tax Senior to join our Portland, OR private client group. You will prepare, supervise, and review engagements for individuals, trusts, and related owner pass-through entities, while partnering with clients to provide customized tax advisory services.

The role emphasizes engagement management, training team members, and expanding your technical knowledge through client interactions and ongoing training opportunities.