Tax Senior: High Net Worth Private Clients (Portland)

CliftonLarsonAllen LLP; Boise (ID); Remote; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

CLA is seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. You will prepare, supervise, and review complex individual, trust, and gift tax engagements and partner with clients to deliver tailored tax advisory services.

This role focuses on engagement management, professional development of junior staff, and expanding technical knowledge through client exposure, coursework, and training opportunities, with a path toward leadership within a national

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.

Kenntnisse

2 years of relevant experience

Supervising experience (preferred)

High net worth / trusts / gift tax (p​

Ausbildung

Bachelor's degree in Accounting, Finance or related field

CPA exam (preferred)

Jobbeschreibung

CLA is seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. You will prepare, supervise, and review complex individual, trust, and gift tax engagements and partner with clients to deliver tailored tax advisory services.

This role focuses on engagement management, professional development of junior staff, and expanding technical knowledge through client exposure, coursework, and training opportunities, with a path toward leadership within a national