Tax Senior, Private Client Tax

CliftonLarsonAllen • Orlando, FL

100d

About The Position

CLA is looking to hire a Tax Senior to join our fast-growing Private Client Services team at CLA Florida. This position will be based out of our Orlando, FL office. As a Tax Senior, you will create opportunities by preparing and reviewing tax returns ranging from 1040s, 1041s, 706s & 709s and some related entity returns. You will consult with High-Net-Worth clients on their estate planning and structuring, becoming a Private Client & High Net Worth industry professional and attending industry-leading events and trainings. You will also foster and build opportunities for our clients, communities, and people through paid volunteer hours, develop and train team members to help them build inspired careers, lead client engagements, and perform analytical reviews on financial accounts to identify trends.

Requirements

• Two years of experience as an Associate.
• Bachelor's degree in Accounting, Finance, or related field.
• CPA, EA, or JD license preferred.
• Experience with High-Net-Worth clients desirable.

Responsibilities

• Prepare and review tax returns ranging from 1040s, 1041s, 706s & 709s and some related entity returns.
• Consult with High-Net-Worth clients on their estate planning and structuring.
• Become a Private Client & High Net Worth industry professional and attend industry leading events and trainings.
• Foster and build opportunities for our clients, communities, and people through paid volunteer hours.
• Develop and train team members to help them build inspired careers.
• Lead client engagements.
• Perform analytical reviews on financial accounts and identify trends.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree