Tax Senior — High Net Worth Private Clients

CliftonLarsonAllen LLP; Portland (OR); Remote; USD 95.000 - 125.000; Vollzeit

Benefits dieser Stelle

Wellness benefits

401k plan

Zusammenfassung

CLA, CliftonLarsonAllen LLP, is seeking a Tax Senior to join our high net worth private client group in Portland, OR. You will prepare, supervise, and review engagements for individuals, trusts, and related entities while partnering with clients to deliver tailored tax advisory services.

We value hands-on leaders who want to develop others, manage engagements with excellence, and expand their technical knowledge through client interactions and ongoing training. CPA consideration preferred.

Qualifikationen

• 2 years of relevant tax 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 experience

Supervisory experience

High net worth focus

CPA candidacy

Ausbildung

Bachelor's degree in Accounting or Finance

Jobbeschreibung

CLA, CliftonLarsonAllen LLP, is seeking a Tax Senior to join our high net worth private client group in Portland, OR. You will prepare, supervise, and review engagements for individuals, trusts, and related entities while partnering with clients to deliver tailored tax advisory services.

We value hands-on leaders who want to develop others, manage engagements with excellence, and expand their technical knowledge through client interactions and ongoing training. CPA consideration preferred.