Tax Senior - High Net Worth Private Clients (Portland)

CLA (CliftonLarsonAllen); Orlando (FL); Vor Ort; USD 110.000 - 150.000; Vollzeit

Zusammenfassung

CLA is hiring a Tax Senior to join the high net worth private client group at our Portland, OR office. You will lead engagements, supervise staff, and advise clients on complex tax matters, focusing on accuracy and client service.

Ideal candidates have at least 2 years of relevant experience, CPA eligibility, and a track record of problem solving. Bachelor's degree in Accounting or Finance is required; CPA exam is preferred.

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

Problem solving

Solution mindset

Mentoring

Ausbildung

Bachelor's degree in Accounting or Finance

CPA exam eligibility preferred

Jobbeschreibung

CLA is hiring a Tax Senior to join the high net worth private client group at our Portland, OR office. You will lead engagements, supervise staff, and advise clients on complex tax matters, focusing on accuracy and client service.

Ideal candidates have at least 2 years of relevant experience, CPA eligibility, and a track record of problem solving. Bachelor's degree in Accounting or Finance is required; CPA exam is preferred.