Tax Senior - High Net Worth Private Clients (Portland)

CLA (CliftonLarsonAllen); Charlotte (NC); Vor Ort; USD 85.000 - 120.000; Vollzeit

Zusammenfassung

CLA (CliftonLarsonAllen) is seeking a Tax Senior to join the high net worth private client group in our Portland, OR office. The role focuses on supervising tax engagements, working with clients on complex issues, and developing the team’s technical skills.

Qualified candidates have CPA consideration, relevant experience with high net worth individuals and trusts, and a commitment to client service excellence within a collaborative firm culture.

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.
• 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.

Ausbildung

Bachelor's degree in Accounting, Finance or related field

Jobbeschreibung

CLA (CliftonLarsonAllen) is seeking a Tax Senior to join the high net worth private client group in our Portland, OR office. The role focuses on supervising tax engagements, working with clients on complex issues, and developing the team’s technical skills.

Qualified candidates have CPA consideration, relevant experience with high net worth individuals and trusts, and a commitment to client service excellence within a collaborative firm culture.