Tax Senior - High Net Worth Private Client (Portland)

CLA (CliftonLarsonAllen); Portland (OR); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

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 engagements, partner with clients on customized tax advisory services, and focus on engagement management and operational excellence. This role emphasizes developing staff and expanding knowledge through client work and training opportunities.

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.
• 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.

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

2 years relevant experience

Supervising & reviewing

Attention to high net worth clients

Problem solving

Ausbildung

Bachelor's degree in Accounting, Finance or related field

Jobbeschreibung

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 engagements, partner with clients on customized tax advisory services, and focus on engagement management and operational excellence. This role emphasizes developing staff and expanding knowledge through client work and training opportunities.