ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Clifton Larson Allen
Dallas, TX, United States
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
Job Source: Clifton Larson AllenForvis
Dallas, TX, United States
Description & Requirements FORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility
Job Source: ForvisForvis
Dallas, TX, United States
Description & Requirements FORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility
Job Source: ForvisForvis
Dallas, TX, United States
Description & Requirements FORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility
Job Source: ForvisAndersen Tax
Dallas, TX, United States
The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. Yo
Job Source: Andersen TaxArmanino McKenna Certified Public Accountants & Consultants
Dallas, TX, United States
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to beAmong the top 20 Largest Firms in the Nationand one of theBest Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills
Job Source: Armanino McKenna Certified Public Accountants & ConsultantsArmanino McKenna Certified Public Accountants & Consultants
Dallas, TX, United States
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to beAmong the top 20 Largest Firms in the Nationand one of theBest Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills
Job Source: Armanino McKenna Certified Public Accountants & ConsultantsArmanino McKenna Certified Public Accountants & Consultants
Dallas, TX, United States
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to beAmong the top 20 Largest Firms in the Nationand one of theBest Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills
Job Source: Armanino McKenna Certified Public Accountants & ConsultantsDallas, TX, United States
Manager or Director - Private Client Tax page is loaded Manager or Director - Private Client Tax Apply locations Dallas, TX time type Full time posted on Posted 11 Days Ago job requisition id R13755 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 & Trust to join our Private Client Tax practice .
How you’ll create opportunities in this Manager/Director – Gift, Estate & Trust role:
Manage and develop relationships with new business development, existing clients and mentoring team members.
Develop client relationships by delivering a full range of gift, estate & trust tax planning and consulting services.
Provide planning strategies minimizing estate taxes, business succession, and asset protection.
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 experience working with high net worth (HNW) clients with an emphasis in gift, estate and trust, 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.
#LI-MM1
Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
Click here to learn about your hiring rights.
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 .
About Us Start your inspired career
When you join CLA, you’ll have the opportunity to design your own inspired career . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With more than 7,500 people, 121 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com . Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Wellness at CLA
Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA’s benefit offerings.
CLA is an equal opportunity employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities
If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [email protected]
#J-18808-Ljbffr
Manager or Director - Private Client Tax jobs in Dallas, TX, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.