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Tax Manager – Director
CLA (CliftonLarsonAllen). Collaborate with a robust team serving high-net-worth clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax planning for high-net-worth clients, including income, gift, and estate tax strategies. Proven ability to lead and develop teams while managing complex engagements involving trusts and pass-through entities.
Highest-signal resume keywords
Tax PlanningHigh-Net-Worth Client EngagementTeam LeadershipCPA CertificationTrust and Estate Tax Expertise
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 Engagement ManagementGift ReportingComplex Individual TaxationTrust TaxationPass-Through Entity Taxation
Soft Skills
CollaborationClient ConsultationTeam DevelopmentOpportunity Building
Certifications & Qualifications
CPAEAJD
Industry Keywords
High-Net-Worth IndividualsEstate Tax PlanningIncome Tax PlanningGift Tax PlanningProfessional Accounting
About the role
Key responsibilities & impact- Collaborate with a robust team serving high-net-worth clients
- Consult with clients on income, gift, and estate tax planning
- Lead, supervise, and review tax engagements for high-net-worth clients
- Handle complex individual, trust, gift, and pass-through entity engagements
- Develop and train team members
- Foster and build opportunities for clients, communities, and people
- Participate in local industry-leading events and trainings
Requirements
What you’ll need- 6 years of relevant experience required
- Experience in professional accounting, finance, or related field preferred
- Experience with high net worth individuals, trusts, pass-through entities, and gift reporting preferred
- Bachelor's degree required
- Degree in Accounting, Finance, or related field preferred
- CPA required; EA or JD may be accepted in lieu of CPA certification
Benefits
Comp & perks- Comprehensive benefit options including health, dental, and vision insurance
- 401k
- Wellness support focused on physical, financial, social, and emotional well-being
- Professional development through training and participation in industry-leading events