Tax Manager or Director - Gift, Estate, Trusts

About the role

CLA is a top 10 national professional services firm dedicated to creating opportunities for clients, employees, and communities through various services including wealth advisory, digital, audit, tax, consulting, and outsourcing.

Responsibilities

• Consult with clients on business processes such as succession and tax planning.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members to help them build inspired careers.
• Foster and build opportunities for our clients, communities, and people.
• Become an industry professional and attend industry-leading events and trainings.
• Perform a range of tax procedures in accordance with the size and complexity of the engagement (including wealth transfer and estate planning).
• Review complex individual and corporate tax returns.

Requirements

• A minimum of 6 years of experience serving in a tax role with a public accounting firm.
• A Bachelor’s Degree in Accounting, Finance, or a related field.
• CPA certification is required; JD or EA may be accepted in place of CPA certification.
• You are looking for a firm that will support and foster your aspiring career goals.
• You jump at the chance to help others, and you’re ready to join a team of high-performing people.
• You have a knack for solving issues and confidently bring solutions to the table.
• You love to work with clients to help their businesses succeed strategically.

Qualifications

You are looking for a firm that will support and foster your aspiring career goals. You jump at the chance to help others, and you’re ready to join a team of high-performing people. You have a knack for solving issues and confidently bring solutions to the table. You love to work with clients to help their businesses succeed strategically.

Skills

• Strong communication and interpersonal skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in tax software and procedures.
• Excellent problem-solving and analytical skills.

Benefits

Wellness at CLA focuses on the physical, financial, social, and emotional well-being of our employees and offers comprehensive benefits including health, dental, vision, 401(k), and more. For a full list of benefits, visit [here](#).

Pay

Details on pay are not specified in the job posting.

Schedule

Details on the schedule are not specified in the job posting.