CLA (CliftonLarsonAllen)

Technical Director – Gift, Estate and Trust Tax

CLA (CliftonLarsonAllen)

full-time

Posted on:

Location Type: Office

Location: Irvine • California • United States

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Salary

💰 $200,000 - $400,000 per year

Job Level

Lead

About the role

  • Serve clients in a high impact manner, demonstrating command of gift and estate matters
  • Demonstrate deep technical skills.
  • Excel at engagement management and operational excellence.
  • Support our national team with complex gift and estate reviews, consultation and planning
  • Lead engagement teams and provide technical instruction.
  • Manage client relationships and engagement metrics.
  • Experience mentoring and developing associates/seniors from a technical and career perspective preferred.

Requirements

  • Bachelor’s degree in Accounting, Finance or related field required
  • 10 years of experience serving in a tax role required
  • CPA certification. JD or EA (Enrolled Agent) may be accepted in lieu of CPA certification required
  • Deep technical knowledge of gift and estate tax, including compliance and consulting.
Benefits
  • Flexible PTO (designed to offer flexible time away for you!)
  • Up to 12 weeks paid parental leave
  • Paid Volunteer Time Off
  • Mental health coverage
  • Quarterly Wellness stipend
  • Fertility benefits
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
gift taxestate taxcomplianceconsultingengagement managementoperational excellencetechnical instructionclient relationship managementengagement metrics
Soft Skills
mentoringdeveloping associatesleadership
Certifications
CPAJDEA