Manager/director - Private Client Tax

Full-time 4 views
Company CliftonLarsonAllen Location Chicago, IL, United States



7-10 yrs required



Jul 07, 2022

Oct 20, 2022

Jun 22, 2022


Manager/Director - Private Client Tax
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 for minimizing estate taxes, business succession, and asset protection, reviewing trust, estate, gift and high net worth individual income tax returns and collaborating with CLA’s wealth advisory practice and other client professionals. Bachelor’s degree in Accounting, Finance or related field. Should have 7-10 years of experience who works on individuals, estates, and trusts. Active CPA certification. A JD or EA may be accepted in place of CPA certification. Analytical, creative approach to effectively managing engagements and guiding the decision-making process. Excellent client service with an ability to expand services with existing clients.

Additional info

Requisition id: R9236.

Company info

Hiring Coordinator
233 South Wacker Drive
84th Floor
Chicago, IL 60606

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