Tax Senior: High Net Worth Private Clients (Portland)

CliftonLarsonAllen LLP; Austin (TX); Remote; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

CLA, a top 10 national professional services firm, seeks a Tax Senior to join our high net worth private client group in Portland, OR. You will prepare, supervise, and review individual, trust, gift, and related owner pass-through engagements while partnering with clients to provide tailored tax advisory services.

You will focus on engagement management, develop and train team members, and expand your knowledge through client exposure, self-study, and training opportunities, working with many

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.

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.

Ausbildung

Bachelor's degree in Accounting, Finance or related field

Jobbeschreibung

CLA, a top 10 national professional services firm, seeks a Tax Senior to join our high net worth private client group in Portland, OR. You will prepare, supervise, and review individual, trust, gift, and related owner pass-through engagements while partnering with clients to provide tailored tax advisory services.

You will focus on engagement management, develop and train team members, and expand your knowledge through client exposure, self-study, and training opportunities, working with many