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Tax Manager or Director, Individuals & Trusts

Tax Manager or Director, Individuals & Trusts

CliftonLarsonAllenMilwaukee, WI, US
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CLA Is A Top 10 National Professional Services Firm

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.

Our Perks

  • Flexible PTO (designed to offer flexible time away for you!)
  • Up to 12 weeks paid parental leave
  • Paid Volunteer Time Off
  • Mental health coverage
  • Quarterly Wellness stipend
  • Fertility benefits
  • Complete list of benefits here

CLA Is Currently Seeking A Tax Manager / Director Individual & Trust

To join our growing practice. Locations for this role include Minneapolis, Milwaukee, St. Louis and Oak Brook.

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. These same factors may cause starting pay to be below or above the posted range. The Minnesota Posting Range for this role is $126K - $191K. The Illinois Posting Range for this role is $126K - $191K.

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    Wellness at CLA

    To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

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    Tax Manager • Milwaukee, WI, US

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