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Tax Manager or Director – Gift, Estate and Trust
CLA (CliftonLarsonAllen). Develop phenomenal client relationships by delivering a full range of gift, estate & trust tax planning and consulting services .
Posted 5/7/2026full-timeBellevue • Washington • 🇺🇸 United StatesLead💰 $114,800 - $174,000 per yearWebsite
About the role
Key responsibilities & impact- Develop phenomenal client relationships by delivering a full range of gift, estate & trust tax planning and consulting services
- Collaborate with CLA’s wealth advisory practice and other client-serving professionals
- Enjoy work that is meaningful and creates the opportunity to continually increase your marketplace value by providing consultation services and technical expertise to clients and CLA professionals
Requirements
What you’ll need- Bachelor's degree required
- Degree in Accounting, Finance, or related strongly preferred
- 6 years of experience in professional accounting, finance, or related field required
- Experience in gift, estate and trust and individual tax planning and compliance including working with HNW clients is strongly preferred
- CPA required (EA or JD may be accepted in lieu of CPA certification)
Benefits
Comp & perks- Health insurance
- Dental
- Vision
- 401k
- Wellness programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax planningconsulting servicesaccountingfinancecompliancegift taxestate taxtrust taxindividual tax planningHNW client management
Soft Skills
client relationship managementcollaborationcommunicationconsultationtechnical expertise
Certifications
CPAEAJD