Tax Manager or Director – Gift, Estate and Trust
Bellevue, Washington, United States of America
Full Time
3 weeks ago
$114,800 - $174,000 USD
No Visa Sponsorship
About this role
Role Overview
- Develop phenomenal client relationships by delivering a full range of gift, estate & trust tax planning and consulting services
- Collaborate with CLA’s wealth advisory practice and other client-serving 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
Requirements
- Bachelor's degree required
- Degree in Accounting, Finance, or related strongly preferred
- 6 years of experience in professional accounting, finance, or related field required
- Experience in gift, estate and trust and individual tax planning and compliance including working with HNW clients is strongly preferred
- CPA required (EA or JD may be accepted in lieu of CPA certification)
Benefits
- Health insurance
- Dental
- Vision
- 401k
- Wellness programs