Tax Principal - Individuals &Trusts

Join to apply for the Tax Principal - Individuals &Trusts role at CLA (CliftonLarsonAllen)

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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. Even 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.
Our Perks

• 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
• Complete list of benefits here
  

CLA is looking to hire a Principal or Signing Director to join CLA Texas’s Private Client Services Team. You’ll have the opportunity in this role to work with private High Net Worth clients and the entities that serve as a part of their wealth portfolio, including their real estate holdings, small S-corps and partnerships, as well as their investment portfolio and trusts, providing tax advice to help them as they 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 in minimizing estate taxes, business succession, and asset protection, 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

• You have a minimum of 10+ years of experience serving in a tax role with a public accounting firm working with (HNW) clients with an emphasis in gift, estate and trust and individual tax planning and compliance.
• You have a Bachelor’s Degree in Accounting, Finance, or a related field.
• You have an active CPA. JD or EA certification may in accepted in lieu of CPA
• You love to work with clients to help them succeed strategically.
  

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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