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CLA (CliftonLarsonAllen) · 1 day ago

Technical Director - Gift, Estate and Trust Tax

Los Angeles, CA

Full-time

Onsite

Director/Executive

$200K/yr - $400K/yr

10+ years exp

CLA (CliftonLarsonAllen) is a top 10 national professional services firm dedicated to creating opportunities for clients, people, and communities. They are seeking a Technical Director to join their Gift, Estate and Trust tax team, focusing on technical quality, compliance, and leadership while serving clients in a high-impact manner.

AccountingConsultingOutsourcing

Growth Opportunities

Responsibilities

Serve clients in a high impact manner, demonstrating command of gift and estate matters

Demonstrate deep technical skills

Excel at engagement management and operational excellence

Support our national team with complex gift and estate reviews, consultation and planning

Lead engagement teams and provide technical instruction

Manage client relationships and engagement metrics. Experience mentoring and developing associates/seniors from a technical and career perspective preferred

Qualification

GiftEstate taxCPA certificationEngagement managementClient relationship managementMentoring

Required

Bachelor's degree in Accounting, Finance or related field required

10 years of experience serving in a tax role required

CPA certification. JD or EA (Enrolled Agent) may be accepted in lieu of CPA certification required

Deep technical knowledge of gift and estate tax, including compliance and consulting

Preferred

Experience mentoring and developing associates/seniors from a technical and career perspective preferred

Benefits

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

Health, dental, vision, 401k and much more

Company

CLA (CliftonLarsonAllen)

Glassdoor3.9

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.

Founded in 1960

Minneapolis, Minnesota, USA

5001-10000 employees