Tax Senior – High Net Worth Private Clients

CliftonLarsonAllen LLP; St. Louis (MO); Remote; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

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

You will focus on engagement management, train junior staff, and expand your knowledge through client interactions and ongoing training opportunities. CPA eligibility is 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.

Aufgaben

• Prepare, supervise, and review individual, trust, gift, and related owner pass-through entity engagements.
• Partner with clients to provide customized tax advisory services.
• Focus on engagement management and operational excellence.
• Develop and train team members to help them build careers.
• Expand technical and professional knowledge through client exposure and training opportunities.
• Work with many great clients.

Kenntnisse

Tax advisory

Client communication

Engagement management

Ausbildung

Bachelor's degree in Accounting or Finance

Tools

CPA exam eligibility

Jobbeschreibung

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

You will focus on engagement management, train junior staff, and expand your knowledge through client interactions and ongoing training opportunities. CPA eligibility is preferred.