Tax Senior: High Net Worth Private Clients | Portland

CliftonLarsonAllen LLP; Dallas (TX); Remote; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental

Vision

401k

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 individual, trust, and related owner pass-through engagements, partnering with clients to provide customized tax advisory services.

You will lead engagement management and foster team development, expanding your technical knowledge through client interactions, self-study, and training opportunities. CPA could be preferred; 2 years experience required.

Qualifikationen

• 2 years of relevant tax experience required.
• Experience supervising and reviewing engagements preferred.
• Experience with high net worth individuals, trusts and gift reporting preferred.
• Bachelor's degree in Accounting, Finance or related field required.
• 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 with the tax team on complex issues.
• Focus on engagement management and operational excellence.
• Develop and train team members to foster their careers.
• Expand knowledge through client exposure, self-study, and training opportunities.

Kenntnisse

CPA exam

Team supervision

Private client tax

HNW tax

Ausbildung

Bachelor's degree in Accounting/Finance

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 individual, trust, and related owner pass-through engagements, partnering with clients to provide customized tax advisory services.

You will lead engagement management and foster team development, expanding your technical knowledge through client interactions, self-study, and training opportunities. CPA could be preferred; 2 years experience required.