Tax Senior — High Net Worth Private Clients (Portland)

CliftonLarsonAllen LLP; San Antonio (TX); Remote; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

401k plan

Zusammenfassung

CliftonLarsonAllen LLP in Portland, OR is seeking a Tax Senior to join our High Net Worth Private Client group. You will prepare, supervise, and review individual, trust, gift and related owner pass-through engagements and partner with clients to provide tailored tax advisory services.

Focus on engagement management and operational excellence while developing and training team members. You will expand your knowledge through client interactions, ongoing self-study, and formal training

Qualifikationen

• 2+ years of relevant tax 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.

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.
• 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 client interactions, self-study, and training opportunities.
• Get the opportunity to work with many great clients.

Kenntnisse

Tax preparation

Client collaboration

Engagement management

Leadership

Ausbildung

Bachelor's degree in Accounting

CPA eligibility

Jobbeschreibung

CliftonLarsonAllen LLP in Portland, OR is seeking a Tax Senior to join our High Net Worth Private Client group. You will prepare, supervise, and review individual, trust, gift and related owner pass-through engagements and partner with clients to provide tailored tax advisory services.

Focus on engagement management and operational excellence while developing and training team members. You will expand your knowledge through client interactions, ongoing self-study, and formal training