Technical Director - Gift, Estate And Trust Tax

CLA

Multiple Locations, US
Base: $165,000 to $400,000; bonus/equity: not spec...
Gift and estate tax technical skills
Client advisory and relationship development
Engagement management and operational excellence
CLA is a top 10 national professional services firm dedicated to creating opportunities for clients, people, and communities through industry-focused services

Job Summary

  • CLA is a top 10 national professional services firm dedicated to creating opportunities for clients, people, and communities through industry-focused services.
  • The Technical Director will serve clients in a high-impact manner, demonstrating command of gift and estate matters and deep technical skills.
  • CLA offers comprehensive benefits including Flexible PTO, paid parental leave, wellness stipends, and mental health coverage.

Matching Summary

CLA is a top 10 national professional services firm dedicated to creating opportunities for clients, people, and communities through industry-focused services.

Salary

Base: $165,000 to $400,000; Bonus/Equity: Not specified; Benefits: Comprehensive

Skills & Requirements

Must-have

  • Gift and estate tax technical skills
  • Client advisory and relationship development
  • Engagement management and operational excellence
  • Complex gift and estate reviews
  • Technical instruction and leadership

Nice-to-have

  • Mentoring and developing associates
  • Industry-focused wealth advisory
  • Building a culture of diverse perspectives

Key Requirements

  • 10 years of tax role experience
  • CPA certification required
  • Bachelor's degree in Accounting or Finance

Work Rights

Not specified

Tailored Resume

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