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Tax Manager or Director

4 months ago

Milwaukee, United States CliftonLarsonAllen Full time

Tax Manager or Director - Private Client Tax page is loaded

Tax Manager or Director - Private Client Tax

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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. 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. 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. Advance your career on a clear path to a tax leadership position with a national Top 10 firm. 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 CLAconnect.com

.

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 here

to 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 /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

mypeoplesolutions@claconnect.com

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