Senior - Owner Tax Team
About The Position
CLA is currently seeking a Senior to join the CLA Owner Tax Team. The CLA Owner Tax Team provides tax, Private Client Services (PCS) and consulting services to active and retired CLA Owners. The Owner Program has grown significantly allowing us to expand the number of tax professionals to serve our Owners. This role contributes at the high level, delivering impeccable client service, in a timely and proactive manner. How you'll create opportunities in this Tax role: Prepare and review individual and trust tax returns for Private Client Services (PCS) needs of Owners. Research tax questions, offer suggestions for tax planning and studies law for potential tax savings Keep current on federal and state tax law changes, identifying opportunities and risk areas. Actively participate in PCS meetings, providing tax insights and collaborating with Wealth. What makes this role unique: Manage a smaller number of client relationships, allowing for deep connections. Engage in development of group learning for Owners, including Think Tank creative ideas. This role will be in office to engage with the team
Requirements
- Bachelor’s degree in Accounting, Finance or related field
- 2+ years of accounting experience in a tax role with a public accounting and/or professional services firm
Nice To Haves
- Current CPA licensure or eligible to sit for CPA exam preferred (JD or EA may be accepted in lieu of CPA)
Responsibilities
- Prepare and review individual and trust tax returns for Private Client Services (PCS) needs of Owners.
- Research tax questions, offer suggestions for tax planning and studies law for potential tax savings
- Keep current on federal and state tax law changes, identifying opportunities and risk areas.
- Actively participate in PCS meetings, providing tax insights and collaborating with Wealth.
- Manage a smaller number of client relationships, allowing for deep connections.
- Engage in development of group learning for Owners, including Think Tank creative ideas.
Benefits
- 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.
- Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader.
- At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
5,001-10,000 employees
