Tax Manager or Director, Individuals, Gifts & Trusts
About The Position
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. CLA is currently seeking a Tax Manager/Director – Individual, Gifts & Trusts to join our growing practice. Locations for this role include Owatonna, Mankato or Rochester, MN. How you’ll create opportunities in this Manager/Director role: Review high net worth individual income tax returns and collaborate with CLA’s Wealth Advisory practice. Thrive in an entrepreneurial environment that offers a ton of flexibility, autonomy, and the encouragement to make things happen. Lead the engagement progress by monitoring time, budgets and deadlines for adherence. Communicate important developments to the engagement principal along with facts, conclusions, and recommendations.
Requirements
- You have a Bachelor's Degree in Accounting, Finance, or a related field.
- You have a minimum of 6 years of public accounting or professional services experience working with high net worth (HNW) clients with an emphasis in trusts and individual tax planning and compliance.
- CPA license certification is required.
- A JD degree or Enrolled Agent (EA) certification may be accepted in lieu of a CPA license.
Responsibilities
- Review high net worth individual income tax returns and collaborate with CLA’s Wealth Advisory practice.
- Thrive in an entrepreneurial environment that offers a ton of flexibility, autonomy, and the encouragement to make things happen.
- Lead the engagement progress by monitoring time, budgets and deadlines for adherence.
- Communicate important developments to the engagement principal along with facts, conclusions, and recommendations.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
5,001-10,000 employees
