Tax Manager or Director Individuals, Trusts & Estates
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 & Trust to join our Minneapolis office.
Requirements
- Bachelor's Degree in Accounting, Finance, or a related field.
- 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
- health
- dental
- vision
- 401k
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What This Job Offers
Job Type
Full-time
Career Level
Manager
