Review high net worth individual income tax returns
Collaborate with wealth advisory practice
Monitor time budgets and deadlines
CLA is a leading national professional services firm seeking a Tax Manager or Director specializing in high net worth individuals, trusts, and estates. The role requires a CPA or equivalent and emphasizes flexibility, autonomy, and collaboration within a supportive workplace culture
Job Summary
CLA is a top 10 national professional services firm dedicated to creating opportunities through industry-focused wealth advisory and tax services.
The role involves reviewing high net worth individual income tax returns while collaborating closely with the Wealth Advisory practice.
Employees enjoy flexible PTO, up to 12 weeks of paid parental leave, and comprehensive mental health and fertility benefits.
Matching Summary
Match Score: 85
CLA is a leading national professional services firm seeking a Tax Manager or Director specializing in high net worth individuals, trusts, and estates. The role requires a CPA or equivalent and emphasizes flexibility, autonomy, and collaboration within a supportive workplace culture.
Salary
Minnesota: $105,600 - $181,000; Illinois: $105,600 - $188,000; Competitive wages based on geography and experience
Skills & Requirements
Must-have
Review high net worth individual income tax returns
Collaborate with Wealth Advisory practice
Monitor time budgets and deadlines
Communicate developments to engagement principal
Nice-to-have
Entrepreneurial environment experience
Flexible autonomy in work style
Encouragement to make things happen
Key Requirements
Bachelor's Degree in Accounting or Finance
Minimum 6 years public accounting experience with HNW clients
CPA license certification required
JD degree or Enrolled Agent certification accepted in lieu of CPA