Tax Senior, High Net Worth Private Clients | Portland

CLA (CliftonLarsonAllen); San Antonio (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

CLA is seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. You will prepare, supervise, and review engagements for individuals, trusts, and related entities, partnering with clients to deliver customized tax advisory services and identifying complex tax issues.

You will focus on engagement management and operational excellence, and develop and mentor team members while expanding your knowledge through client interactions, self-study, and training

Qualifications

• 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.

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.

Education

Bachelor's degree in Accounting, Finance or related field

Job description

CLA is seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. You will prepare, supervise, and review engagements for individuals, trusts, and related entities, partnering with clients to deliver customized tax advisory services and identifying complex tax issues.

You will focus on engagement management and operational excellence, and develop and mentor team members while expanding your knowledge through client interactions, self-study, and training