Tax Director - Trust, Estate & Gift

Clifton Larson Allen Tucson , AZ 85704

Posted 7 days ago

Join CLA, THE Career-Building Firm, as a Tax Director-Trust, Estate & Gift in our Tucson office!

About CLA, THE Career-Building Firm:

CLA exists for one reason: to create opportunities for our clients, our people, and our communities.

CLA is a national Top 10 firm and a premier professional services provider to privately held businesses and their owners. We provide a wide array of solutions to advance our clients success and create uncommon careers for our people. Our market differentiators include deep industry specialization, three integrated businesses working together, 1) Audit, Tax & Consulting, 2) Wealth Advisory and 3) Outsourcing, and phenomenal opportunities for our employees to build their careers and marketplace value, including unmatched career choice, flexibility and mobility.

Why this is an INCREDIBLE Career-Building opportunity for you:

  • Develop a practice from an existing client base that is bursting with future growth potential

  • Make a HUGE impact serving as CLA Tucson's Trust, Estate & Gift tax expert

  • 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 play a key role in building CLA's Tucson and Southwest 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. We Promise to Know You and to Help You this is the CLA Promise. Learn more about CLA and the CLA Promise https://www.claconnect.com/-/media/files/white-papers/2017clapromisereport.pdf?la=en

What you will do as the Tax Director:

  • Develop phenomenal client relationships by delivering a full range of trust, estate & gift 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, such as, attorneys.

  • 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 or Master's Degree in Accounting or related field

  • 8+ years' experience in trust, estate, gift and individual tax planning and compliance

  • CPA certification and/or JD

  • Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations

  • Analytical, creative approach to effectively manage engagements and guide the decision-making process

  • Excellent client service with an ability to expand services with existing clients

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/


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VIEW JOBS 4/15/2019 12:00:00 AM 2019-07-14T00:00 Join CLA, THE Career-Building Firm, as a Tax Senior-Trust, Estate & Gift in our Tucson office! About CLA, THE Career-Building Firm: CLA exists for one reason: to create opportunities for our clients, our people, and our communities. CLA is a national Top 10 firm and a premier professional services provider to privately held businesses and their owners. We provide a wide array of solutions to advance our clients success and create uncommon careers for our people. Our market differentiators include deep industry specialization, three integrated businesses working together, 1) Audit, Tax & Consulting, 2) Wealth Advisory and 3) Outsourcing, and phenomenal opportunities for our employees to build their careers and marketplace value, including unmatched career choice, flexibility and mobility. Why this is an INCREDIBLE Career-Building opportunity for you: * 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 play a key role in building CLA's Tucson and Southwest Private Sector 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. We Promise to Know You and to Help You – this is the CLA Promise. Learn more about CLA and the CLA Promise https://www.claconnect.com/-/media/files/white-papers/2017clapromisereport.pdf?la=en What you will do as the Tax Senior: * Working closely with CLA tax leaders, you will help develop phenomenal client relationships by delivering a full range of trust, estate & gift 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, such as, attorneys. * 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 or Master's Degree in Accounting or related field * 4+ years' experience in trust, estate, gift and individual tax planning and compliance * CPA certification and/or JD preferred * Analytical, creative approach to effectively manage engagements and guide the decision-making process * Excellent client service with an ability to expand services with existing clients #LI-DT1 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/ Clifton Larson Allen Tucson AZ

Tax Director - Trust, Estate & Gift

Clifton Larson Allen