Tax Senior – High Net Worth Private Clients (Portland)

CliftonLarsonAllen LLP; Milwaukee (WI); Remote; USD 90,000 - 120,000; Full time

Job summary

CliftonLarsonAllen LLP (CLA) is seeking a Tax Senior to join our high net worth private client group in Portland, OR. You will prepare, supervise, and review engagements for individuals, trusts, gifts, and related owner pass-through entities, and partner with clients to deliver tailored tax advisory services.

This role emphasizes engagement management, operational excellence, and developing and training team members, while expanding your technical knowledge through client interactions,

Qualifications

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

Responsibilities

• 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.

Skills

Tax advisory

Client relations

Team training

Problem solving

Education

Bachelor's degree in Accounting, Finance or related field

Job description

CliftonLarsonAllen LLP (CLA) is seeking a Tax Senior to join our high net worth private client group in Portland, OR. You will prepare, supervise, and review engagements for individuals, trusts, gifts, and related owner pass-through entities, and partner with clients to deliver tailored tax advisory services.

This role emphasizes engagement management, operational excellence, and developing and training team members, while expanding your technical knowledge through client interactions,