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

CLA

Bellevue, WA, US
Base: $160,000 - $350,000; bonus/equity: not speci...
Not specified (assumes hybrid or flexible based on the nature of professional services).
Lead tax team delivery
Review and sign tax returns
Develop new business opportunities
CLA is seeking a Tax Principal or Signing Director for its Private Client Services in the Western Washington and Portland areas. The role involves leading a team to provide tax compliance and consulting services, with a focus on client advisory and relationship development

Job Summary

  • The role involves leading a team to deliver tax compliance and consulting services for high net worth clients.
  • Candidates must assume full responsibility for a book of business including gift, estate, and trust tax planning.
  • The firm offers competitive compensation ranging from $160,000 to $350,000 along with comprehensive benefits like flexible PTO.

Matching Summary

Match Score: 85

CLA is seeking a Tax Principal or Signing Director for its Private Client Services in the Western Washington and Portland areas. The role involves leading a team to provide tax compliance and consulting services, with a focus on client advisory and relationship development.

Salary

Base: $160,000 - $350,000; Bonus/Equity: Not specified; Benefits: Flexible PTO, paid parental leave, mental health coverage

Skills & Requirements

Must-have

  • Lead tax team delivery
  • Review and sign tax returns
  • Develop new business opportunities
  • Estate and gift tax planning
  • Collaborate with wealth advisory

Nice-to-have

  • Mentoring team members
  • Flexible PTO culture
  • Diverse perspectives inclusion
  • Quarterly wellness stipend

Key Requirements

  • Current CPA licensure required
  • Bachelor's or Master's in accounting
  • 10+ years public accounting experience
  • JD or EA may be accepted in lieu of CPA

Work Rights

Not specified

Tailored Resume

Cover Letter