Tax Senior — High Net Worth Private Clients

CLA (CliftonLarsonAllen); Phoenix (AZ); Vor Ort; USD 110.000 - 150.000; Vollzeit

Zusammenfassung

CLA seeks a Tax Senior to join its high net worth private client group in the Portland, OR office. You will lead engagements, supervise staff, and deliver tax advisory services to complex client scenarios.

Ideal candidates have 2 years of relevant experience, CPA candidacy preferred, and a proven ability to mentor teammates while solving intricate tax issues for high-net-worth individuals, trusts, and gift reporting.

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.

Ausbildung

Bachelor's degree in Accounting, Finance or related field

Jobbeschreibung

CLA seeks a Tax Senior to join its high net worth private client group in the Portland, OR office. You will lead engagements, supervise staff, and deliver tax advisory services to complex client scenarios.

Ideal candidates have 2 years of relevant experience, CPA candidacy preferred, and a proven ability to mentor teammates while solving intricate tax issues for high-net-worth individuals, trusts, and gift reporting.