Manager or Director Private Client Tax page is loaded Manager or Director Private Client Tax Apply locations Minneapolis, MN time type Full time posted on Posted 2 Days Ago job requisition id R14002
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.
Our Perks:
- 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
- Complete list of benefits here
CLA is currently seeking a Manager/Director - Gift, Estate & Trust to join our Private Client Tax practice .
How you'll create opportunities in this Manager/Director - Gift, Estate & Trust role:
- Manage and develop relationships with new business development, existing clients and mentoring team members.
- Develop client relationships by delivering a full range of gift, estate & trust tax planning and consulting services.
- Provide planning strategies minimizing estate taxes, business succession, and asset protection.
- 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.
What you will need:
- You have a Bachelor's Degree in Accounting, Finance, or a related field.
- You have a minimum of 6 years of public accounting or professional services experience working with high net worth (HNW) clients with an emphasis in gift, estate and trust, 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.
Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here .
About Us
Start your inspired career
When you join CLA, you'll have the opportunity to design your own inspired career . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With more than 7,500 people, 121 U.S. locations, and a global vision, we promise to know you and help you. For more information visit . Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Wellness at CLA
Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA's benefit offerings.
CLA is an equal opportunity employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities
If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact