Tax Senior, High Net Worth Private Clients — Portland

CliftonLarsonAllen LLP; Phoenix (AZ); Remote; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

CliftonLarsonAllen LLP (CLA) is seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. You will lead engagements for individuals, trusts and related entities, delivering tailored tax strategies and ensuring quality service to clients.

Ideal candidates have 2 years of relevant experience, CPA exam progression and a bachelor’s degree in accounting or related field. We value collaboration, mentorship, and opportunities to grow professionally within a

Qualifikationen

• 2 years of relevant tax experience required.
• Experience with high net worth individuals and trusts preferred.
• CPA exam eligibility preferred.
• Bachelor's degree in Accounting, Finance or related field required.

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

Tax preparation

Client advisory

Team mentoring

Engagement management

Ausbildung

Bachelor's degree in Accounting or Finance

Jobbeschreibung

CliftonLarsonAllen LLP (CLA) is seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. You will lead engagements for individuals, trusts and related entities, delivering tailored tax strategies and ensuring quality service to clients.

Ideal candidates have 2 years of relevant experience, CPA exam progression and a bachelor’s degree in accounting or related field. We value collaboration, mentorship, and opportunities to grow professionally within a