Manager/Director - Private Client Tax

Company: CliftonLarsonAllen
Location: Arlington
Posted on: June 20, 2022

Job Description:

At CLA we create inspired careers.We recognize that not everyone wants to grow their career in the same way. That's why CLAexists tocreate opportunities. We promise to know you and help you.This is why we've created our Director and Manager career paths! These positions share the same level of seniority, but they allow YOU to choose which path is right for you.Director - If you love servicing existing client relationships and want to grow your career without the pressure of having to bring new client relationships into the firm, then this is the opportunity for you!Manager - This is a great path for those who have a passion for servicing clients, want to build a book of business, and want to advance into a principal role. If you love being a tax professional, thrive when identifying business opportunities for clients, and desire to be a principal, then this is the opportunity for you!We currently have a fabulous opportunity to join our -Private Client Tax practice as a Tax Manager/Director - Gift, Estate & Trusts -in of Arlington office.This Inspired Career includes the opportunity to:Make a HUGE impact locally and nationally, serving as a member of the Gift, Estate and Trust team; part of our broader National Private Client Tax teamThrive in an entrepreneurial environment that offers a ton of flexibility, autonomy, and the encouragement to make things happenThe opportunity to help build CLA's Washington DC Region's Private Client tax practice by strengthening existing client relationships, new business development and mentoring team membersBe part of a firm that is leading by tax, investing significant focus and resources to nation-wide tax initiatives, and is committed to knowing you and helping you create opportunities for your career and your clientsWhat you will do as the Tax Manager or Tax Director:Develop phenomenal client relationships by delivering a full range of gift, estate & 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 CLA's wealth advisory practice and other client professionals.Enjoy work that is meaningful and creates the opportunity to continually increase your marketplace value by providing consultation services and technical expertise to clients and CLA professionals.Your experience includes:Bachelor's degree in Accounting, Finance or related field7 to 10 years of experience who works on individuals, estates, and trusts is preferred - -Active CPA certification. - JD or EA may be accepted in place of CPA certificationAnalytical, creative approach to effectively managing engagements and guiding the decision-making processExcellent client service with an ability to expand services with existing clients#LI-CG1Shortly after you apply you will receive an invitation with additional information. CLA has partnered with Pymetrics to help us get to know you a little better. The Pymetrics games take 20-30 minutes to complete and there are no right or wrong answers - so we hope you have fun!Following completion of the Pymetrics games, CLA will view the Pymetrics results alongside other information as part of the application review process.CLA exists to create opportunities for our people, our clients, and our communities. -We are a proud equal opportunity/affirmative action employer. -All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/expression, disability status, protected veteran status, national origin, or any other characteristic protected by law. -Click here to learn about your hiring rights.SummaryLocation: Arlington, VA; Greenbelt, MDType: Full time

Keywords: CliftonLarsonAllen, Arlington , Manager/Director - Private Client Tax, Executive , Arlington, Virginia