Technical Director - Gift, Estate and Trust Tax
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 growing and seeking to hire a Technical Director to join our Gift, Estate and Trust (GET) tax team. The Technical Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. This role is highly specialized and focuses on technical quality, compliance, and methodology. How you’ll create opportunities in this Tax Technical Director role: Serve clients in a high impact manner, demonstrating command of gift and estate matters Demonstrate deep technical skills. Excel at engagement management and operational excellence. Support our national team with complex gift and estate reviews, consultation and planning Lead engagement teams and provide technical instruction. Manage client relationships and engagement metrics.
Requirements
- Bachelor’s degree in Accounting, Finance or related field required
- 10 years of experience serving in a tax role required
- CPA certification. JD or EA (Enrolled Agent) may be accepted in lieu of CPA certification required
- Deep technical knowledge of gift and estate tax, including compliance and consulting.
Nice To Haves
- Experience mentoring and developing associates/seniors from a technical and career perspective preferred.
Responsibilities
- Serve clients in a high impact manner, demonstrating command of gift and estate matters
- Demonstrate deep technical skills.
- Excel at engagement management and operational excellence.
- Support our national team with complex gift and estate reviews, consultation and planning
- Lead engagement teams and provide technical instruction.
- Manage client relationships and engagement metrics.
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
Director
Number of Employees
5,001-10,000 employees
