CLA (CliftonLarsonAllen)
Tax Principal - Individuals &Trusts
CLA (CliftonLarsonAllen), San Antonio, Texas, United States, 78208
Overview
Join to apply for the
Tax Principal - Individuals &Trusts
role at
CLA (CliftonLarsonAllen) .
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Location: San Antonio, TX
Our perks include flexible PTO, up to 12 weeks paid parental leave, paid volunteer time off, mental health coverage, a quarterly wellness stipend, fertility benefits, and a complete list of benefits.
About the role CLA is looking to hire a
Principal
or
Signing Director
to join CLA Texas’s Private Client Services Team. You’ll work with private High Net Worth clients and the entities that serve as part of their wealth portfolio, including real estate holdings, small S-corps and partnerships, as well as their investment portfolio and trusts, providing tax advice to help them build generational wealth.
How you’ll create opportunities in this role
Consult clients by delivering a full range of gift, estate, and trust tax planning and consulting services including planning strategies to minimize estate taxes, business succession, and asset protection, and reviewing trust, estate, gift and high net worth individual income tax returns.
Collaborate with CLA’s Wealth Advisory practice and other client professionals.
Lead, schedule, supervise, and review tax engagements.
Develop and train team members to help them build inspired careers.
Foster and build opportunities for our clients, communities, and people.
Become an industry professional and attend industry-leading events and trainings.
Perform a range of tax procedures in accordance with the size and complexity of the engagement.
Review complex individual, pass-through entity, and partnership tax returns.
What You Will Need
Minimum of 10+ years of experience in a tax role with a public accounting firm, focusing on high net worth clients with emphasis in gift, estate, and trust and individual tax planning and compliance.
Bachelor’s Degree in Accounting, Finance, or a related field.
Active CPA license. JD or EA certification may be accepted in lieu of CPA.
You enjoy working with clients to help them succeed strategically.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. To learn about your hiring rights, click here.
Wellness and benefits To support our CLA family members, we focus on physical, financial, social, and emotional well-being and offer comprehensive benefits options that include health, dental, vision, 401k, and more. To view a complete list of benefits, see CLA benefits.
Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Accounting/Auditing and Finance
Industries: Accounting
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Tax Principal - Individuals &Trusts
role at
CLA (CliftonLarsonAllen) .
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Location: San Antonio, TX
Our perks include flexible PTO, up to 12 weeks paid parental leave, paid volunteer time off, mental health coverage, a quarterly wellness stipend, fertility benefits, and a complete list of benefits.
About the role CLA is looking to hire a
Principal
or
Signing Director
to join CLA Texas’s Private Client Services Team. You’ll work with private High Net Worth clients and the entities that serve as part of their wealth portfolio, including real estate holdings, small S-corps and partnerships, as well as their investment portfolio and trusts, providing tax advice to help them build generational wealth.
How you’ll create opportunities in this role
Consult clients by delivering a full range of gift, estate, and trust tax planning and consulting services including planning strategies to minimize estate taxes, business succession, and asset protection, and reviewing trust, estate, gift and high net worth individual income tax returns.
Collaborate with CLA’s Wealth Advisory practice and other client professionals.
Lead, schedule, supervise, and review tax engagements.
Develop and train team members to help them build inspired careers.
Foster and build opportunities for our clients, communities, and people.
Become an industry professional and attend industry-leading events and trainings.
Perform a range of tax procedures in accordance with the size and complexity of the engagement.
Review complex individual, pass-through entity, and partnership tax returns.
What You Will Need
Minimum of 10+ years of experience in a tax role with a public accounting firm, focusing on high net worth clients with emphasis in gift, estate, and trust and individual tax planning and compliance.
Bachelor’s Degree in Accounting, Finance, or a related field.
Active CPA license. JD or EA certification may be accepted in lieu of CPA.
You enjoy working with clients to help them succeed strategically.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. To learn about your hiring rights, click here.
Wellness and benefits To support our CLA family members, we focus on physical, financial, social, and emotional well-being and offer comprehensive benefits options that include health, dental, vision, 401k, and more. To view a complete list of benefits, see CLA benefits.
Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Accounting/Auditing and Finance
Industries: Accounting
#J-18808-Ljbffr