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Tax Manager – Director
CLA (CliftonLarsonAllen). Consult with clients on succession and tax planning .
Posted 10/16/2026full-timeIrvine • California • United StatesLead💰 $115,000 - $194,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax planning and compliance, with a strong focus on client consultation and team development. Proven ability to lead tax engagements and review complex tax returns while fostering client relationships and strategic business success.
Highest-signal resume keywords
CPATax PlanningTeam DevelopmentClient ConsultationPublic Accounting Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax ProceduresTax Engagement ReviewComplex Tax ReturnsSuccession PlanningIssue Resolution
Soft Skills
LeadershipProblem SolvingClient Relationship Management
Certifications & Qualifications
CPAEAJD
Industry Keywords
Public AccountingProfessional ServicesTax ComplianceClient SuccessIndustry Events
About the role
Key responsibilities & impact- Consult with clients on succession and tax planning
- Lead, schedule, supervise, and review tax engagements
- Develop and train team members
- Foster opportunities for clients, communities, and people
- Attend industry-leading events and trainings
- Perform tax procedures according to engagement size and complexity
- Review complex individual and corporate tax returns
Requirements
What you’ll need- Bachelor’s Degree in Accounting, Finance, or a related field
- 6 years of relevant experience required
- CPA required; EA or JD may be accepted in lieu of CPA certification
- Experience serving in a tax role with public accounting and/or professional services firm preferred
- Ability to solve issues and bring solutions forward
- Willingness to work with clients to help their businesses succeed strategically
Benefits
Comp & perks- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Comprehensive benefit options supporting physical, financial, social, and emotional well-being
- Career growth support
- Industry-leading events and trainings