- Flexible PTO (designed to offer flexible time away for you)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
- Complete list of benefits
- 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.
- 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.
- You have a Bachelor's Degree in Accounting, Finance, or a related field.
- You have a minimum of 6 years of public accounting or professional services experience working with high net worth (HNW) clients with an emphasis in gift, estate and trust, 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.
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Copeland Buhl & Company Minneapolis, United StatesJob Description · Job Description Description: Copeland Buhl & Company PLLP is looking to add a Manager to our firm. Our tax and accounting experts build meaningful business relationships with our clients to provide the best advice for long-term success. Since 1971, we've delive ...
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Sapphire Solutions City View, United StatesAt City View, people come together to achieve great things. Growth is our constant goal: founded in Europe and at home in the world, we are now present in over 100 countries. More than experts work trustfully for our clients, actively developing their businesses sustainably - fro ...
Manager or Director Private Client Tax - Minneapolis, United States - CliftonLarsonAllen
Description
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 that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
CLA is currently seeking a Manager/Director - Gift, Estate & Trust to join our Private Client Tax practice.
How you'll create opportunities in this Manager/Director - Gift, Estate & Trustrole:
What you will need:
#LI-NG1
Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
Click to learn about your hiring rights.
Wellness at CLA
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.
To view a complete list of benefits click .
CLA is an equal opportunity employer and 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.EOE/AA Employer/Vets/Disability
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