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

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.

About the role

Director — If you love servicing existing client relationships and want to grow your career without the pressure of bringing new client relationships into the firm, this is the opportunity for you.

Manager — This is a great path for those who have a passion for servicing clients, want to build a book of business, and want to advance into a principal role. If you love being a tax professional, thrive when identifying business opportunities for clients, and desire to be a principal, this is the opportunity for you.

We currently have a fabulous opportunity to join our Private Client Tax Practice as a Tax Manager/Director – Gift, Estate & Trusts in 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 knowing and creating opportunities for our people, clients, and community
• Lead and help develop our existing 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 & 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 related field strongly preferred
• 6 years of experience in professional accounting, finance, or related field required
• Experience in gift, estate and trust and individual tax planning and compliance, including working with high-net-worth (HNW) clients, strongly preferred
• CPA required (EA or JD may be accepted in lieu of CPA certification)

Pay

The compensation range for this position in Washington is $114,800.00 – $174,000.00. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

Benefits

CLA offers comprehensive benefit options to support physical, financial, social, and emotional well-being, including:

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