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Financial Planning Director for High-Net Worth Individuals

3 weeks ago

Cranston, Rhode Island, United States CliftonLarsonAllen LLP Full time

At CLA, 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.

We are 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.

  • We offer flexible PTO (designed to offer flexible time away for you)

The Tax Director or Tax Manager role supporting High-net worth Individuals with their compliance in our Rhode Island team at CLA.

Key Responsibilities:

  • Consult with clients on business processes such as succession and tax planning.
  • Lead, schedule, supervise, and review tax engagements.
  • Develop and train team members to help them build inspired careers.
  • Foster and build opportunities for our clients, communities, and people.
  • Become an industry professional and attend industry-leading events and trainings.
  • Perform a range of tax procedures in accordance with the size and complexity of the engagement.
  • Review complex individual, corporate and partnership tax returns.

Requirements:

  • A minimum of 6 years of experience serving in a tax role with a public accounting firm.
  • A bachelor's degree in accounting, Finance, or a related field.
  • An active CPA certification OR a JD or EA may be accepted in lieu of a CPA certification.
  • A firm that will support and foster your aspiring career goals.
  • The chance to help others, and you're ready to join a team of high-performing people.
  • A knack for solving issues and confidently bring solutions to the table.
  • A love of working with clients to help their businesses succeed strategically.

This is a financial leadership position which comes with an estimated annual salary of $90,000 - $120,000, depending on experience.