Senior - Owner Tax Team jobs in United States
cer-icon
Apply on Employer Site
company-logo

CLA (CliftonLarsonAllen) · 6 hours ago

Senior - Owner Tax Team

positionMinneapolis, MN
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$72K/yr - $124K/yr
date2+ years exp

CLA (CliftonLarsonAllen) is currently seeking a Senior to join the CLA Owner Tax Team, which provides tax and consulting services to active and retired CLA Owners. This role involves preparing and reviewing tax returns, researching tax questions, and actively participating in client meetings to deliver high-quality service.

AccountingConsultingOutsourcing
check
Growth Opportunities
check
H1B Sponsor Likelynote
Hiring Manager
Cheryl Donaldson
linkedin

Responsibilities

Prepare and review individual and trust tax returns for Private Client Services (PCS) needs of Owners
Research tax questions, offer suggestions for tax planning and studies law for potential tax savings
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 licensureTax return preparationTax planningAccounting experienceClient serviceResearch skillsCollaboration

Required

Bachelor's degree in Accounting, Finance or related field
Current CPA licensure or eligible to sit for CPA exam preferred (JD or EA may be accepted in lieu of CPA)
2+ 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)

twittertwittertwitter
Glassdoor3.9
company-logo
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

leader-logo
Ray Price
Chief Financial Officer
linkedin
T
Todd A. Steiner
Outsourcing CFO
linkedin

Recent News

Morningstar.com
/C O R R E C T I O N — Scholarship America/
2025-11-04
Seattle TechFlash
Planning a business transition? Here are essential tips for your succession strategy
2025-07-28
Seattle TechFlash
Cybersecurity in real estate: Tips to help safeguard your business
2025-07-01
Company data provided by crunchbase