Tax Manager/Director, High Net Worth Individuals
CliftonLarsonAllen LLP
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.CLA is looking to hire a Tax Director or Manager to join CLA Florida’s High Net Worth Individuals and Family Office Tax team. You’ll have the opportunity in this role to work with our clients as you progress in your inspired career. This is an in-office position based out of any of our Florida offices: Fort Myers, Naples, Tampa, Lakeland, or Orlando, with a preference for one of our Southwest FL offices.How you’ll create opportunities in this Tax Manager/Director role: Consult with our HNW clients on strategic tax planning for both themselves, their family, and their privately held investments.Lead, schedule, supervise, and review tax engagements.Develop and train team members to help them build inspired careers.Foster and build opportunities for our clients, communities, and people.Become an industry professional and attend industry-leading events and trainings.Perform a range of tax procedures in accordance with the size and complexity of the engagement.Review complex HNW personal tax returns as well as any partnership, pass-thru, or S-corp returns that may be owned by these clients.What you will need: You have a minimum of 6 years of experience serving in a tax role with public accounting and/or professional services firm.You have a Bachelor’s Degree in Accounting, Finance, or a related field.You have an active JD, CPA, or EA certification.You are looking for a firm that will support and foster your aspiring career goals.You jump at the chance to help others, and you’re ready to join a team of high-performing people.You have a knack for solving issues and confidently bring solutions to the table.You love to work with clients’ to help their businesses succeed strategically.#LI-EL1Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesClick here to learn about your hiring rights.Wellness at CLATo 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.SummaryLocation: Naples, FL; Tampa, FL; Lakeland, FL; Orlando, FL; Fort Myers, FLType: Full time
$133k - $157k
...Tax Manager — Tampa, FL Pay: $133,000 – $157,000 + bonus potential Join a well-respected regional CPA and advisory firm known for... ...What you'll do: Manage a portfolio of business and high-net-worth clients Review returns, lead planning and research Mentor...High net worthSummer workFlexible hours- ...wealth advisory, digital, audit, tax, consulting, and outsourcing... ...:CLA is looking to hire Tax Manager or Director for our growing Florida Tax... ...engagement.Review complex individual and business tax returns.As... ....8+ years experience highly preferred.You have a bachelor...SuggestedFull time
- ...role is to oversee the administrative management of assigned accounts, with particular... ...primary focus on the affluent and high-net-worth market segment, dependent on how the... ...between multiple trust officers. The individual may provide leadership and supervision...High net worth
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$27 - $41 per hour
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Experienced Tax PreparersCalling all experienced tax preparers! Join our team for an exciting opportunity that offers flexible schedules... ...industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across...Local areaFlexible hours$50k - $70k
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- ...equipment selection, and load calculationsProven experience supporting high-volume builder environmentsSolid financial and cost-analysis... ...origin, sex, age, gender identity, sexual orientation, individuals with disabilities, protected veterans, or any other protected status...Full timeContract workTemporary workFor contractorsWork at office
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$90k - $115k
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