Tax Senior, Private Client - High Net Worth

CliftonLarsonAllen LLP; Nashville (TN); Remote; 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 lead preparation, supervision, and review of individual, trust, gift and related owner pass-through engagements, delivering customized tax advisory services to affluent clients.

Collaborate with a knowledgeable tax team to manage engagements, mentor staff, and expand your technical expertise through client interactions and ongoing training opportunities at CLA.

Qualifications

• 2 years of relevant experience required.
• 1 year 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.
• CPA exam preferred.
• You are looking for a firm that will support and foster your aspiring career goals.

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.

Skills

Tax advisory

Client engagement

Engagement management

Education

Bachelor's degree in Accounting/Finance

Job description

CLA is seeking a Tax Senior to join our high net worth private client group in our Portland, OR office. You will lead preparation, supervision, and review of individual, trust, gift and related owner pass-through engagements, delivering customized tax advisory services to affluent clients.

Collaborate with a knowledgeable tax team to manage engagements, mentor staff, and expand your technical expertise through client interactions and ongoing training opportunities at CLA.