CliftonLarsonAllen

Tax Manager/Director

CliftonLarsonAllen • $110K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6 years of relevant experience required
  • Preferred experience in professional accounting, finance, or related field
  • Experience with high net worth individuals, trusts, and gift reporting preferred
  • Bachelor's degree required, preferably in Accounting or Finance
  • CPA required; EA or JD may be accepted in lieu of CPA

Responsibilities

  • Collaborate with a dedicated team serving high net worth clients
  • Consult on income, gift, and estate tax planning
  • Lead and review tax engagements for complex individual and trust cases
  • Develop and train team members for career growth
  • Foster opportunities for clients and communities
  • Participate in industry-leading events and training

Benefits

  • Comprehensive health, dental, and vision insurance
  • 401k plan
  • Focus on physical, financial, social, and emotional well-being
  • Supportive work environment for career development
Full Job Description
CLA is looking to hire a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office!

As a Tax Manager/Director, you will:
  • Collaborate with robust team dedicated to serving high net worth clients
  • Consult with clients on income, gift and estate tax planning.
  • Lead, supervise, and review tax engagements typical for high-net-worth clients, including complex individual, trust, gift and pass-through entities.
  • Develop and train team members to help them build inspired careers.
  • Foster and build opportunities for our clients, communities, and people.
  • Participate in local industry-leading events and trainings.


What you will need:
  • 6 years of relevant experience required.
  • Experience in professional accounting, finance, or related field preferred.
  • Experience with high net worth individuals, trusts, pass-through entities, and gift reporting preferred
  • Bachelor's degree required
    • Degree in Accounting, Finance, or related preferred.
  • CPA required (EA or JD may be accepted in lieu of CPA certification)


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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits, click here.

About CliftonLarsonAllen

CliftonLarsonAllen (CLA) is a professional services firm that provides audit, tax, and advisory services to clients in a variety of industries. The firm was formed in 2012 through the merger of Clifton Gunderson and LarsonAllen, and has since grown to become one of the largest accounting firms in the United States. CLA has over 6,000 employees and serves clients in all 50 states. The firm is committed to providing exceptional service to its clients and helping them achieve their goals.
Learn more about CliftonLarsonAllen
Size
6,000 employees
Industry
Founded
1960

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