Tax Senior – High Net Worth Private Clients (Portland)

CLA (CliftonLarsonAllen); Tampa (FL); Vor Ort; USD 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Health benefits

401k and more

Zusammenfassung

CLA is seeking a Tax Senior to join our high net worth private client group in the Portland, Oregon office. You will prepare, supervise, and review engagements for individuals, trusts, and related entities, partnering with clients to provide tailored tax advisory services while collaborating with the tax team to resolve complex issues.

You will focus on engagement management, operational excellence, and developing junior staff, while expanding your knowledge through client exposure and ongoing

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
• 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 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.

Ausbildung

Bachelor's degree in Accounting, Finance or related field

Jobbeschreibung

CLA is seeking a Tax Senior to join our high net worth private client group in the Portland, Oregon office. You will prepare, supervise, and review engagements for individuals, trusts, and related entities, partnering with clients to provide tailored tax advisory services while collaborating with the tax team to resolve complex issues.

You will focus on engagement management, operational excellence, and developing junior staff, while expanding your knowledge through client exposure and ongoing