Tax Manager or Director Individuals, Trusts & Estates

About the role

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is currently seeking a Tax Manager/Director - Individual & Trust to join our Minneapolis office.

How you'll create opportunities in this Manager/Director role

• 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.

What you will need

• 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.

Compensation Strategy

• Our approach to compensation emphasizes collaboration and career growth.
• We pay competitive wages and view compensation as an investment in our people.
• Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

• The Minnesota Posting Range for this role is $105,600. - $181,000.
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