Tax Manager or Director - Gift, Estate and Trust - Bellevue, Lacey, Tacoma, WA

CLA (CliftonLarsonAllen)•Lacey, WA

6d•$114,800 - $174,000•Hybrid

About The Position

CLA is seeking a Tax Manager or Director to join their Private Client Tax Practice, specializing in Gift, Estate & Trusts. This role offers two distinct career paths: Director, focused on servicing existing client relationships, and Manager, which includes building a book of business and advancing towards a principal role. The position involves making a significant impact as a Gift, Estate and Trust tax expert, advancing a career in tax leadership, and thriving in an entrepreneurial environment with flexibility and autonomy. The role also contributes to building CLA’s Private Client tax practice in the Pacific Northwest by strengthening client relationships and fostering new business development. The firm emphasizes leading with tax services, investing in tax initiatives, and creating opportunities for its people, clients, and community. The role includes leading and developing a local team of tax professionals specializing in Gift, Estate and Trust services.

Requirements

Bachelor's degree required. Degree in Accounting, Finance, or related strongly preferred.
6 years of experience in professional accounting, finance, or related field required.
Experience in gift, estate and trust and individual tax planning and compliance including working with HNW clients is strongly preferred.
CPA required (EA or JD may be accepted in lieu of CPA certification).

Nice To Haves

Passion for servicing clients.
Desire to build a book of business.
Desire to advance into a principal role.
Love being a tax professional.
Thrive when identifying business opportunities for clients.
Desire to be a principal.

Responsibilities

Develop phenomenal client relationships by delivering a full range of gift, estate & trust tax planning and consulting services, including planning strategies in minimizing 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-serving professionals.
Provide consultation services and technical expertise to clients and CLA professionals.
Lead and help develop our existing local team of tax professionals specializing in Gift, Estate and Trust services.