Director - Owner Tax Team (HNW, Trusts, Partnerships) jobs in United States
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CLA (CliftonLarsonAllen) · 1 hour ago

Director - Owner Tax Team (HNW, Trusts, Partnerships)

positionMinneapolis, MN
timeFull-time
remoteOnsite
seniorityDirector/Executive
money$92K/yr - $165K/yr
date6+ years exp

CLA is currently seeking a Director to join the CLA Owner Tax Team. This role involves providing tax and consulting services to active and retired CLA Owners, while managing client relationships and ensuring compliance with tax laws.

AccountingConsultingOutsourcing
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Cheryl Donaldson
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Responsibilities

Assume responsibility for tax and Private Client Services (PCS) needs of Owners
Review and sign individual and trust tax returns
Keep current on federal and state tax law changes, identifying opportunities and risk areas
Actively participate in PCS meetings, providing tax insights and collaborating with Wealth

Qualification

CPA licensureTaxation expertiseAccounting experiencePublic accounting experienceClient service skills

Required

Bachelor's or Master's in Accounting, Taxation or related field
Current CPA licensure required (JD or EA may be accepted in lieu of CPA)
6+ years of accounting experience in a tax role with a public accounting and/or professional services firm

Benefits

Health
Dental
Vision
401k
And much more

Company

CLA (CliftonLarsonAllen)

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CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
dateFounded in 1960
location
Minneapolis, Minnesota, USA
people-size5001-10000 employees
web-link
http://www.claconnect.com

H1B Sponsorship

CLA (CliftonLarsonAllen) has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (2)
2022 (3)
2021 (2)
2020 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Ray Price
Chief Financial Officer
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T
Todd A. Steiner
Outsourcing CFO
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