Tax Senior – High Net Worth Private Clients (Portland)

CLA (CliftonLarsonAllen); Austin (TX); Vor Ort; USD 95.000 - 130.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental

Vision

401k

Zusammenfassung

CLA (CliftonLarsonAllen) is hiring a Tax Senior to join our high net worth private client group in our Portland, OR office. You will lead tax engagements for individuals, trusts and related entities, providing tailored advisory services and collaborating across the tax team to resolve complex issues.

The role emphasizes engagement management, team development, and ongoing professional growth through client exposure, self-study, and formal training opportunities.

Qualifikationen

• 2 years of relevant tax experience required.
• 1 year 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 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

2 years of relevant experience

Experience supervising

High net worth/trusts experience

CPA exam eligibility

Ausbildung

Bachelor's degree in Accounting or Finance

Jobbeschreibung

CLA (CliftonLarsonAllen) is hiring a Tax Senior to join our high net worth private client group in our Portland, OR office. You will lead tax engagements for individuals, trusts and related entities, providing tailored advisory services and collaborating across the tax team to resolve complex issues.

The role emphasizes engagement management, team development, and ongoing professional growth through client exposure, self-study, and formal training opportunities.