CLA (CliftonLarsonAllen)
Tax Principal - Individuals &Trusts
CLA (CliftonLarsonAllen), Dallas, Texas, United States, 75215
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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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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