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

CliftonLarsonAllen•Bellevue, WA

5d•Hybrid

About The Position

At CLA, we create inspired careers by offering opportunities for growth and development. We have created Director and Manager career paths that share the same seniority level, allowing individuals to choose the path that best suits their career aspirations. The Director path is ideal for those who excel at servicing existing client relationships and wish to advance without the primary focus on new business development. The Manager path is suited for individuals passionate about client service, who aim to build a book of business, and aspire to advance into a principal role. This role is within our Private Client Tax Practice, focusing on Gift, Estate & Trusts, and is open to candidates in our Western Washington offices (Bellevue, Lacey, Tacoma). This position offers the chance to make a significant impact as a Gift, Estate and Trust tax expert, advance into a tax leadership position within a national firm, and thrive in an entrepreneurial environment with flexibility and autonomy. You will play a key role in building CLA’s Private Client tax practice in the Pacific Northwest by strengthening existing client relationships and fostering new business development. You will be part of a firm that prioritizes tax services, invests in national tax initiatives, and focuses on creating opportunities for its people, clients, and community. You will also lead and help develop the local team of tax professionals specializing in Gift, Estate, and Trust services.

Requirements

Bachelor's degree required.
6 years of experience in professional accounting, finance, or related field required.
CPA required (EA or JD may be accepted in lieu of CPA certification).

Nice To Haves

Degree in Accounting, Finance, or related strongly preferred.
Experience in gift, estate and trust and individual tax planning and compliance including working with HNW clients is strongly preferred.

Responsibilities

Develop phenomenal client relationships by delivering a full range of gift, estate & trust tax planning and consulting services.
Provide 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 the existing local team of tax professionals specializing in Gift, Estate and Trust services.