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Jobs · Accounting · Washington

Tax Manager or Director - Gift, Estate and Trust - Bellevue, Lacey, Tacoma, WA

CLA (CliftonLarsonAllen) · Tacoma, WA · 1 wk ago
Accounting$115k–$174k/yrFull-time

At CLA we create inspired careers. We recognize that not everyone wants to grow their career in the same way. That’s why we offer Director and Manager career paths — positions that share the same level of seniority but let you choose the path that’s right for you.

Career Paths

  • Director — Ideal if you love servicing existing client relationships and want to grow your career without the pressure of bringing new client relationships into the firm.
  • Manager — A great path for those who have a passion for servicing clients, want to build a book of business, and aim to advance into a principal role. If you thrive on identifying business opportunities for clients and desire to become a principal, this is the opportunity for you.

About the Role

We currently have a fabulous opportunity to join our Private Client Tax Practice as a Tax Manager/Director – Gift, Estate & Trusts. We are open to candidates joining any of our Western Washington CLA offices (Bellevue, Lacey, Tacoma).

  • Make a HUGE impact serving as a Gift, Estate, and Trust tax expert on our Private Client Tax team.
  • Advance your career on a clear path to a tax leadership position with a top national firm.
  • Thrive in an entrepreneurial environment that offers flexibility, autonomy, and encouragement to make things happen.
  • Help build CLA’s Private Client tax practice in the Pacific Northwest by strengthening existing client relationships and fostering new business development opportunities.
  • Be part of a firm that leads with tax services, invests in nationwide tax initiatives, and focuses on creating opportunities for our people, clients, and community.
  • Lead and develop our local team of tax professionals specializing in Gift, Estate, and Trust services.

Responsibilities

  • Develop phenomenal client relationships by delivering a full range of gift, estate, and trust tax planning and consulting services, including:
    • Planning strategies to minimize estate taxes, business succession, and asset protection.
    • Reviewing trust, estate, gift, and high-net-worth individual income tax returns.
    • Collaborating with CLA’s wealth advisory practice and other client-serving professionals.
  • Provide consultation services and technical expertise to clients and CLA professionals, increasing your marketplace value through meaningful work.

Requirements

  • Bachelor’s degree required; degree in Accounting, Finance, or a related field strongly preferred.
  • 6 years of experience in professional accounting, finance, or a related field.
  • Experience in gift, estate, and trust tax planning and compliance, including working with high-net-worth (HNW) clients, is strongly preferred.
  • CPA required (EA or JD may be accepted in lieu of CPA certification).

Pay

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact the position of pay within the range.

The compensation range for this position in Washington is: $114,800.00 – $174,000.00.

Benefits

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options, including:

  • Health, dental, and vision insurance.
  • 401k retirement plan.
  • Additional wellness benefits.

View a complete list of benefits.

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