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    Director or Manager- Tax - Dallas, TX, United States - CliftonLarsonAllen LLP

    CliftonLarsonAllen LLP
    CliftonLarsonAllen LLP Dallas, TX, United States

    1 week ago

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    Description
    Manager or Director - Private Client Tax page is loaded Manager or Director - Private Client Tax

    Apply locations Dallas, TX time type Full time posted on Posted 11 Days Ago job requisition id R13755 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.

    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.

    Flexible PTO (designed to offer flexible time away for you)

    CLA is currently seeking a Manager/Director – Gift, Estate & Trust to join our Private Client Tax practice .

    Manage and develop relationships with new business development, existing clients and mentoring team members.
    Develop client relationships by delivering a full range of gift, estate & trust tax planning and consulting services.
    Provide planning strategies minimizing estate taxes, business succession, and asset protection.
    Review high net worth individual income tax returns and collaborate with CLA's Wealth Advisory practice.
    You have a Bachelor's Degree in Accounting, Finance, or a related field.

    You have a minimum of 6 years of public accounting experience working with high net worth (HNW) clients with an emphasis in gift, estate and trust, and individual tax planning and compliance.

    Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.


    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.

    When you join CLA, you'll have the opportunity to design your own inspired career .

    CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.

    S. locations, and a global vision, we promise to know you and help you. Wellness is shaped by our promise to know you and help you.

    We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

    Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities

    If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact .

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