Tax Manager Or Director Individuals, Trusts & Estates

CLA

Minneapolis, MN, US
Base: $105,600. - $181,000 (mn); $105,600. - $188,...
High net worth individual tax returns
Trusts and individual tax planning
Public accounting experience
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.
  • This role involves reviewing high net worth individual income tax returns and collaborating with the Wealth Advisory practice.
  • CLA offers a comprehensive benefits package including flexible PTO, paid parental leave, wellness stipends, and mental health coverage.

Matching Summary

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

Salary

Base: $105,600. - $181,000 (MN); $105,600. - $188,000 (IL); Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • high net worth individual tax returns
  • trusts and individual tax planning
  • public accounting experience
  • professional services experience
  • lead engagement progress
  • monitor time, budgets, and deadlines

Nice-to-have

  • entrepreneurial environment
  • flexibility and autonomy
  • collaboration with Wealth Advisory

Key Requirements

  • Bachelor's Degree in Accounting, Finance, or related field
  • Minimum 6 years of experience
  • CPA license certification required
  • JD degree or Enrolled Agent certification accepted

Work Rights

Not specified

Tailored Resume

Cover Letter