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Tax Manager or Director - Milwaukee, United States - CliftonLarsonAllen
Description
Tax Manager or Director - Private Client Tax page is loadedTax Manager or Director - Private Client Tax
Apply
locations
Milwaukee, WI
time type
Full time
posted on
Posted Yesterday
job requisition id
R13815
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.
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.
Our Perks:
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
here
CLA is currently seeking a Manager/Director- Gift, Estate & Trusts to join our
Private Client Tax practice
in our Milwaukee, WI office.
How you'll
create opportunities
in this
Manager/Director role:
Make a HUGE impact locally and nationally, serving as a Gift, Estate and Trust tax expert on our National Private Client Tax team.
Thrive in an entrepreneurial environment that offers a ton of flexibility, autonomy, and the encouragement to make things happen.
Be part of a firm that is leading by tax, investing significant focus and resources to nation-wide tax initiatives, and is committed to knowing you and helping you create opportunities for your career and your clients.
Develop phenomenal client relationships by delivering a full range of gift, estate & trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection, reviewing trust, estate, gift and high net worth individual income tax returns and collaborating with CLA's wealth advisory practice and other client professionals.
Enjoy work that is meaningful and creates the opportunity to continually increase your marketplace value by providing consultation services and technical expertise to clients and CLA professionals.
What you will need:
Bachelor's degree in accounting, Finance or related field
6+ years' experience in gift, estate and trust and individual tax planning and compliance including working with HNW clients.
Active CPA license. A JD degree or EA (Enrolled Agent) certification may be accepted in lieu of CPA license.
#LI- TB1
Equal Opportunity Employer /AA
Employer/Minorities/Women/Protected
Veterans/Individuals with Disabilities.
Click here
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 here .Similar Jobs (1)
Tax Manager or Director - Manufacturing
locations
Milwaukee, WI
time type
Full time
posted on
Posted 10 Days Ago
Start your inspired career
When you join CLA, you'll have the opportunity to design your own
inspired
career
. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles — it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
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.
With more than 7,500 people, 121 U.S. locations, and a global vision, we promise to know you and help you. For more information visit.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Wellness at CLA
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.
Click hereto learn more about CLA's benefit offerings.
CLA is an equal opportunity employer
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 /AAEmployer/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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