CLA (CliftonLarsonAllen) · 5 days ago
Tax Manager or Director, Individuals, Gifts & Trusts
Owatonna, MN
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
$106K/yr - $181K/yr
6+ years expCLA is a top 10 national professional services firm dedicated to creating opportunities for clients and communities. They are currently seeking a Tax Manager/Director to review high net worth individual income tax returns, lead engagement progress, and collaborate with the Wealth Advisory practice.
AccountingConsultingOutsourcing
Responsibilities
Review high net worth individual income tax returns and collaborate with CLA’s Wealth Advisory practice
Thrive in an entrepreneurial environment that offers a ton of flexibility, autonomy, and the encouragement to make things happen
Lead the engagement progress by monitoring time, budgets and deadlines for adherence
Communicate important developments to the engagement principal along with facts, conclusions, and recommendations
Qualification
Required
You have a Bachelor's Degree in Accounting, Finance, or a related field
You have a minimum of 6 years of public accounting or professional services experience working with high net worth (HNW) clients with an emphasis in trusts and individual tax planning and compliance
CPA license certification is required. A JD degree or Enrolled Agent (EA) certification may be accepted in lieu of a CPA license
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
Complete list of benefits here
Health, dental, vision, 401k and much more
Company
CLA (CliftonLarsonAllen)
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
5001-10000 employees
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
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Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (2)
2022 (3)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Ray Price
Chief Financial Officer
T
Todd A. Steiner
Outsourcing CFO
Recent News
Morningstar.com
2025-11-04
Seattle TechFlash
2025-07-28
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