Tax Manager or Director Individuals, Trusts & Estates

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking a Tax Manager/Director – Individual & Trust to join our Minneapolis office.

Responsibilities

• Review high net worth individual income tax returns and collaborate with CLA’s Wealth Advisory practice.
• Thrive in an entrepreneurial environment that offers a ton of flexibility, autonomy, and the encouragement to make things happen.
• Lead the engagement progress by monitoring time, budgets and deadlines for adherence.
• Communicate important developments to the engagement principal along with facts, conclusions, and recommendations.

Requirements

• Bachelor's Degree in Accounting, Finance, or a related field.
• Minimum of 6 years of public accounting or professional services experience working with high net worth (HNW) clients with an emphasis in trusts and individual tax planning and compliance.
• CPA license certification is required. A JD degree or Enrolled Agent (EA) certification may be accepted in lieu of a CPA license.

Pay

The Minnesota Posting Range for this role is $105,600 - $181,000.

Benefits

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.