Manager/Director - Private Client Tax

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.

This Inspired Career includes the opportunity to:

• Make a HUGE impact locally and nationally, serving as a Gift, Estate and Trust tax expert on our National Private Client Tax team

• Advance your career on a clear path to a tax leadership position with a national Top 10 firm

• Thrive in an entrepreneurial environment that offers a ton of flexibility, autonomy, and the encouragement to make things happen

• The opportunity to help build CLA's Sunbelt Region's Private Client tax practice by strengthening existing client relationships, new business development and mentoring team members

• Be 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 clients

What 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 field
• 6+ years' experience in gift, estate and trust and individual tax planning and compliance including working with High Net Worth (HNW) clients
• Active CPA certification or JD for Manager role. EA may be accepted in place of CPA certification for Director role only
• Analytical, creative approach to effectively managing engagements and guiding the decision-making process
• Excellent client service with an ability to expand services with existing clients

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Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.

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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.