Tax Senior | High Net Worth Private Clients | Portland

CliftonLarsonAllen LLP

Fort Worth (TX)

Remote

USD 90.000 - 130.000

Vollzeit

Vor 3 Tagen
Sei unter den ersten Bewerbenden

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Zusammenfassung

CliftonLarsonAllen LLP is hiring a Tax Senior for our high net worth private client group in Portland, OR. You will prepare, supervise, and review engagements for individuals, trusts, and owner pass-through entities, providing tailored tax advisory services and collaborating with fellow tax professionals.

You will oversee engagement management, mentor junior staff, and expand knowledge through client exposure, self-study, and formal training. This role supports career development within CLA.

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.
  • Get the opportunity to work with many great clients.

Kenntnisse

2 years of relevant experience
Supervising & Reviewing
HNWI tax experience
Problem solving

Ausbildung

Bachelor's degree in Accounting or Finance
CPA exam eligibility

Jobbeschreibung

CliftonLarsonAllen LLP is hiring a Tax Senior for our high net worth private client group in Portland, OR. You will prepare, supervise, and review engagements for individuals, trusts, and owner pass-through entities, providing tailored tax advisory services and collaborating with fellow tax professionals.

You will oversee engagement management, mentor junior staff, and expand knowledge through client exposure, self-study, and formal training. This role supports career development within CLA.

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