Tax Principal - Private Client Services - Bellevue, Lacey, Tacoma, Wa Or Portland, Or Offices

CLA

Bellevue, Washington, US
Base: $160,000 - $350,000 (washington); bonus/equi...
Gift, estate, and trust tax planning
High net worth individual income tax
Client advisory and relationship development
CLA is a top 10 national professional services firm focused on creating opportunities for clients, people, and communities

Job Summary

  • CLA is a top 10 national professional services firm focused on creating opportunities for clients, people, and communities.
  • The role involves leading a team to deliver tax compliance and consulting, with a focus on gift, estate, and trust tax planning for high net worth individuals.
  • Benefits include flexible PTO, paid parental leave, mental health coverage, and a quarterly wellness stipend.

Matching Summary

CLA is a top 10 national professional services firm focused on creating opportunities for clients, people, and communities.

Salary

Base: $160,000 - $350,000 (Washington); Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Gift, estate, and trust tax planning
  • High net worth individual income tax
  • Client advisory and relationship development
  • Business succession and asset protection
  • Lead tax and industry professionals

Nice-to-have

  • Industry-focused wealth advisory
  • Collaborate with Wealth Advisory practice
  • Commitment to firm practice development
  • Diverse beliefs and perspectives

Key Requirements

  • Bachelor's or Master's in Accounting, Taxation or related field
  • Current CPA licensure required (JD or EA accepted)
  • 10+ years of public accounting experience

Work Rights

Not specified

Tailored Resume

Cover Letter