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. CLA Texas’s Private Client Services Team is hiring a Principal or Signing Director to work with private high net worth clients and the entities that serve their wealth portfolio, including real estate holdings, small S-corps and partnerships, and their investment portfolio and trusts, providing tax advice to help build generational wealth.
How you’ll create opportunities in this Principal or Signing Director 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; review 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 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 planning and compliance.
- Bachelor’s Degree in Accounting, Finance, or a related field.
- Active CPA; JD or EA certification may be accepted in lieu of CPA.
- Ability to work with clients to help them succeed strategically.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Wellness benefits are available, including health, dental, vision, 401k, and more. To view a complete list of benefits, click here.
Perks
- Flexible PTO
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
- Complete list of benefits here
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Accounting/Auditing and Finance
Industries: Accounting
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