Talent.com
Tax Senior, Private Client Tax

Tax Senior, Private Client Tax

CliftonLarsonAllenOrlando, FL, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Tax Senior

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 9,500 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 looking to hire a Tax Senior to join our fast-growing Private Client Services team at CLA Florida. This position will be based out of our Orlando, FL office.

How you'll create opportunities in this Tax Senior role :

  • Prepare and review tax returns ranging from 1040s, 1041s, 706s & 709s and some related entity returns.
  • Consult with High-Net-Worth clients on their estate planning and structuring
  • Become a Private Client & High Net Worth industry professional and attend industry leading events and trainings.
  • Foster and build opportunities for our clients, communities, and people through paid volunteer hours.
  • Develop and train team members to help them build inspired careers.
  • Be given opportunities to lead client engagements.
  • Get the opportunity to work with many great clients.
  • Perform analytical reviews on financial accounts and identify trends.
  • What you will need :

  • You are looking for a firm that will support and foster your aspiring career goals.
  • You jump at the chance to help others and you're ready to join a team of high-performing people.
  • You have a knack for solving issues and confidently bring solutions to the table.
  • CPA, EA, or JD license preferred.
  • Experience : Two years of experience as an Associate.
  • Education : Bachelor's degree in Accounting, Finance, or related field.
  • Experience with High-Net-Worth clients desirable
  • 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.

    To view a complete list of benefits click here.

    serp_jobs.job_alerts.create_a_job

    Tax Senior • Orlando, FL, US