Tax Senior — High Net Worth Private Client (Portland)

CLA (CliftonLarsonAllen); St. Louis (MO); Vor Ort; USD 110.000 - 160.000; Vollzeit

Zusammenfassung

CLA is a top 10 national professional services firm focused on helping clients, our people, and communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. 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, and partner with clients to provide customized

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

Tax advisory

Client engagement

Supervision

Ausbildung

Bachelor's degree in Accounting/Finance

Jobbeschreibung

CLA is a top 10 national professional services firm focused on helping clients, our people, and communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. 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, and partner with clients to provide customized