Tax Manager - Gift, Estate & Trust

CliftonLarsonAllen   •  

Orlando, FL

Industry: Accounting, Finance & Insurance

  •  

5 - 7 years

Posted 46 days ago

Why join CLA’s Private Client Tax practice:

  • Our Private Client Tax practice is experiencing tremendous growth—creating HUGE opportunity for you to grow and take a career path that is unique to your personal goals
  • Consulting focused work that is meaningful and provides significant value to high net worth individuals and business owners
  • The opportunity to develop phenomenal client relationships by delivering a full range of gift, estate & trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection, charitable planning strategies, reviewing trust, estate, gift and high net worth individual income tax returns and collaborating with CLA’s wealth advisory practice and other client professionals, such as, attorneys, trust officers and the clients’ internal financial team
  • You will thrive in an entrepreneurial environment that offers autonomy and encouragement to make things happen
  • The opportunity to play a key role in building the Southeast Region’s PCT practice by strengthening existing client relationships and mentoring team members
  • CLA is a firm that is leading by tax, investing significant focus and resources to nation-wide tax initiatives

The ideal candidate’s experience includes:

  • Bachelor’s or Master’s Degree in Accounting or related field
  • 5+ years’ experience in trust, estate, gift and individual tax planning and compliance
  • CPA, JD or LLM required
  • Advanced technical knowledge of tax concepts with the ability to apply them to various client situations
  • Analytical, creative approach to effectively manage engagements and guide the decision-making process
  • Excellent client service with an ability to expand services and develop new business

R1020