CLA (CliftonLarsonAllen)

Tax Manager/Director – Individuals, Trusts & Estates

CLA (CliftonLarsonAllen)

full-time

Posted on:

Location Type: Office

Location: Minneapolis • Illinois • Minnesota • United States

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Salary

💰 $105,600 - $188,000 per year

Job Level

Lead

About the role

  • Review high net worth individual income tax returns and collaborate with CLA’s Wealth Advisory practice.
  • Thrive in an entrepreneurial environment that offers flexibility, autonomy, and the encouragement to make things happen.
  • Lead the engagement progress by monitoring time, budgets and deadlines for adherence.
  • Communicate important developments to the engagement principal along with facts, conclusions, and recommendations.

Requirements

  • Bachelor's Degree in Accounting, Finance, or a related field
  • Minimum of 6 years of public accounting or professional services experience working with high net worth (HNW) clients with an emphasis in trusts and individual tax planning and compliance
  • CPA license certification required
  • A JD degree or Enrolled Agent (EA) certification may be accepted in lieu of CPA license.
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
income tax returnstrustsindividual tax planningtax compliance
Soft Skills
leadershipcommunicationcollaborationentrepreneurial mindsetautonomy
Certifications
CPAJD degreeEnrolled Agent (EA)