Tax Manager Or Director - Private Client Tax

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 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 Manager/Director- Gift, Estate & Trusts to join our Private Client Tax practice in our Milwaukee, WI office.

How you'll create opportunities in this Manager/Director role:

• 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.

• 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.

• 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.

What you will need:

• 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 HNW clients.

• Active CPA license. A JD degree or EA (Enrolled Agent) certification may be accepted in lieu of CPA license.

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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.