Job Details

Tax Directorgift Estate And Trust

Company name

CliftonLarsonAllen

Organization Type

In-House

Job Type

Non-practicing Attorney

Date Last Verified

Oct 16,2018

Posted on

Jul 20,2018

Years of Experience

Min 8 yrs required

Location

Seattle, WA
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Profile

Tax Director-Gift, Estate and Trust The candidate will develop phenomenal client relationships by delivering a full range of gift, estate and trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection, reviewing trust, estate, gift and high net worth individual income tax returns and collaborating with company’s wealth advisory practice and other client professionals, such as, attorneys.

Qualification and Experience

The candidate should have CPA certification and/or J.D. Should have Bachelor’s or Master’s Degree in Accounting or related field. Must have 8+ years’ experience in trust, estate, gift and individual tax planning and compliance. Should have advanced technical knowledge of tax concepts and the ability to apply these services to various client situations. Must have analytical, creative approach to effectively manage engagements and guide the decision-making process,. Should have excellent client service with an ability to expand services with existing clients and work seamlessly with other service professionals.

Company info

Hiring Coordinator
CliftonLarsonAllen
3000 Northup Way
Suite 200
Bellevue, WA 98004-1446

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