Tax Senior - High Net Worth Private Clients (Portland)

CLA (CliftonLarsonAllen); Nashville (TN); Vor Ort; USD 85.000 - 125.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

401k

Zusammenfassung

CLA is seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. The role involves preparing, supervising, and reviewing engagements for individuals, trusts, and related entities while partnering with clients on customized tax advisory services.

The ideal candidate has 2 years of relevant experience, supervisory exposure, and a CPA exam or progress toward CPA. CLA supports career growth and values problem-solving with clients and colleagues.

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

Relevant tax experience

Supervisory experience

High net worth familiarity

Client engagement

Ausbildung

Bachelor's degree in Accounting or Finance

Jobbeschreibung

CLA is seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. The role involves preparing, supervising, and reviewing engagements for individuals, trusts, and related entities while partnering with clients on customized tax advisory services.

The ideal candidate has 2 years of relevant experience, supervisory exposure, and a CPA exam or progress toward CPA. CLA supports career growth and values problem-solving with clients and colleagues.