Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Manager or Director Individuals, Trusts & Estates

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 currently seeking a Tax Manager/Director – Individual & Trust to join our Minneapolis office.How you’ll create opportunities in this Manager/Director role: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 or professional services experience working with high net worth (HNW) clients with an emphasis in trusts 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.Compensation StrategyOur approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.The Minnesota Posting Range for this role is $105,600. - $181,000.#LI-NG1Equal 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: Minneapolis, MNType: Full time

Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Tax Manager or Director Individuals, Trusts & Estates in Minneapolis, MN vacancy
  • $97k - $132k

     ...Job Description Job Description Join the Abdo team where your expertise makes a lasting impact. As a Tax Manager specializing in Trusts, Estates, and Individual Tax Services, you'll serve as a trusted advisor to high-net-worth individuals, families, and fiduciaries,... 
    Suggested
    Temporary work
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    Abdo

    Minneapolis, MN
    21 days ago
  • $160k - $200k

    Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are...  ...to reach your goals.EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. This... 
    Suggested
    Full time
    Local area

    EisnerAmper

    Minneapolis, MN
    a month ago
  • $109k - $136k

     ...Typical Day in the LifeAs a Tax Manager you will be responsible for working...  ...following:Reviewing gift, estate and fiduciary tax returns....  ...at the tax situation of the individual and their estate from various...  ...including experience with gift, trust and estate tax returns.You... 
    Suggested
    Work at office
    Local area
    Visa sponsorship

    Eide Bailly

    Minneapolis, MN
    1 day ago
  • $145k - $217k

     ...on relationships. We encourage each individual to follow their own path. People...  ...opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor...  ...accuracy and timeliness. Serve as a trusted advisor to clients, providing... 
    Suggested
    Temporary work
    Local area
    Remote work
    Flexible hours

    Wipfli

    Minneapolis, MN
    4 days ago
  • $99k - $266k

     ...Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within...  ...the range will be dependent upon the individual's skills, experience, qualifications...  ...thoughtfully to establish a secure and trusted workplace for all. Applications... 
    Suggested
    H1b
    Local area

    PwC

    Minneapolis, MN
    4 days ago
  • $147.4k - $336.8k

     ...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide...  ...trends to maintain credibility as a trusted advisor. Building client relationships...  ...reasonable accommodation to qualified individuals with disabilities. If you have a... 
    Seasonal work
    Flexible hours

    EY

    Minneapolis, MN
    3 days ago
  • $132.7k - $303.2k

     ...Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction...  ...institutions are trusted and flourish, and the global...  ...professionals providing dedicated tax technical services to both...  ...is $159,300 to $344,600. Individual salaries within those... 
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Minneapolis, MN
    5 days ago
  • $105.38k - $215.38k

    Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors? Do you bring strong...  ...trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a... 
    Work at office
    Local area

    Deloitte

    Minneapolis, MN
    3 days ago
  •  ...Duties Serve as client's trusted advisor, demonstrates...  ...options to client and team Manage staff on engagement deliverables...  ...such as financial statements, tax returns, work papers, etc.); complete...  ...proposal development and meet individual cross serve Manage and... 

    CBIZ

    Minneapolis, MN
    2 days ago
  •  ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time...  ...corporations, partnerships, and high-net-worth individuals Provide strategic tax planning and...  ...client relationships, serving as a trusted tax advisor Mentor, train, and... 
    Full time
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    Minneapolis, MN
    2 days ago
  •  ...people the opportunity to pursue their individual goals as they develop into best-in-...  ...interests. We are currently seeking a Tax Manager to join our growing team!Responsibilities...  ...-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through... 
    Work at office

    CyberCoders

    Minneapolis, MN
    23 days ago
  •  ...Boyum Barenscheer is your local, trusted accounting firm with 50 years...  ...experience providing audit, tax, and advisory services to...  ...Done | Work with Purpose Tax Manager Position Summary The Tax...  ...all backgrounds to apply.*For applicable individual only medical plans.
    Full time
    Work at office
    Local area
    Remote work

    Boyum & Barenscheer PLLP

    Minneapolis, MN
    27 days ago
  • $155k - $410k

     ...human resources, talent management, and organisational development...  ...strategies. These individuals offer guidance and support...  ...g. refer to specific PwC tax and audit guidance) the Firm...  ...create an atmosphere of trust and innovation. As a Director, you will demonstrate... 
    Temporary work
    H1b

    PwC

    Minneapolis, MN
    14 hours ago
  • Join to apply for the Tax Manager role at CBIZ . Responsibilities Serve as client’s trusted advisor, demonstrating knowledge of industry trends, identifying client...  ...presentations and proposal development; meet individual cross‑serve goals. Manage and retain multiple... 

    CBIZ

    Minneapolis, MN
    3 days ago
  • $115k - $150k

     ...are seeking an experienced Estate Specialist/Tax Accountant to support the tax...  ...income tax returns, including individual and partnership tax returns,...  ...gift tax returns.Prepare trust accountings, including conservatorship...  ...detail with the ability to manage multiple priorities and... 
    Full time
    Private practice
    Work at office
    3 days per week

    Ballard Spahr

    Minneapolis, MN
    a month ago
  • $105k - $180k

     ...typical day as a Wealth Transition Services Tax Manager might include the following:Advising and consulting on the estate planning process to create plans based...  ....Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the... 
    Work at office
    Local area
    Remote work
    Visa sponsorship

    Eide Bailly

    Minneapolis, MN
    3 days ago
  • $98k - $125k

     ...Mahoney Manager Position At Mahoney, we have a passion for precision...  ...peace of mind. Our Real Estate Solutions Team supports clients...  ...spans Low-Income Housing Tax Credits (LIHTC), Historic Tax...  ...and consulting services for individuals, businesses, real estate developers... 
    Immediate start
    Flexible hours

    Mahoney | CPAs and Advisors

    Saint Paul, MN
    14 hours ago
  • $124k - $335k

     ...ApplicableSpecialismInternational Tax ServicesManagement...  ...International Tax Services - Senior Manager, you will provide strategic...  ...range will be dependent upon the individual's skills, experience,...  ...thoughtfully to establish a secure and trusted workplace for all.... 
    Full time
    H1b
    Shift work

    PwC

    Minneapolis, MN
    1 day ago
  • $82.8k - $117.6k

     ...in all property and sales/use tax reporting matters, and...  ...finance, accounting, economics, management information systems, data science...  ...to be the preferred and trusted provider of the energy our customers...  ...as a protected veteran.Individuals with a disability who need an... 
    Full time
    Temporary work
    For contractors
    Local area

    Xcel Energy

    Minneapolis, MN
    a month ago
  • $106k - $160k

     ...in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel...  ...opportunity. Responsibilities Responsibilities:  Lead and manage tax compliance engagements in accordance with firm and... 
    Temporary work
    Local area
    Flexible hours

    Wipfli Advisory LLC

    Minneapolis, MN
    4 days ago
  •  ...Tax Manager – High Net Worth This individual is responsible for organizing and managing client assignments and projects, including the completion of...  ...family offices • Preparation and review of Individual, Trust, Estate, Partnership, Corporation, and Real Estate... 
    Temporary work

    Current USA

    Saint Paul, MN
    2 days ago
  •  ...CPA Tax Manager We are a small but growing public accounting firm that also provides wealth management services. We are seeking...  ...department. Responsibilities: Review and sign off on individual and business tax returns. Provide tax planning and... 
    Remote work

    RightWorks Inc

    Minneapolis, MN
    2 days ago
  • $170.2k - $255.4k

     ...subject matter expert and trusted advisor to Total...  ...Resources, Finance, Legal, Tax, Payroll, executive...  ...governance stakeholders. The Director ensures executive...  ..., PowerPoint, project management, and documentation...  ...factors including an individual’s knowledge, skills, and... 
    H1b
    Work at office

    Mortenson

    Minneapolis, MN
    14 hours ago
  • $150k - $250k

     ...Tax Director Opportunity ID 9940 Department Tax...  ...optimize performance, manage risk, and maximize value through...  ...create opportunity, value, and trust for our clients, our people,...  ...please see If you are an individual with a disability in need of... 
    Work at office
    Local area
    Remote work
    Flexible hours

    CohnReznick

    Minneapolis, MN
    14 hours ago
  • $99k - $266k

     ...ApplicableSpecialismInternational Tax ServicesManagement...  ...an International Tax Services Manager, you will play a pivotal role...  ...range will be dependent upon the individual's skills, experience, qualifications...  ...to establish a secure and trusted workplace for all.... 
    Full time
    H1b
    Shift work

    PwC

    Minneapolis, MN
    7 days ago
  • $99k - $266k

     ...ApplicableSpecialismGeneral Tax ConsultingManagement LevelManagerJob...  ...Research & Development Tax - Manager, you will provide tax advice...  ...will be dependent upon the individual's skills, experience,...  ...thoughtfully to establish a secure and trusted workplace for all.... 
    Full time
    H1b

    PwC

    Minneapolis, MN
    a month ago
  • $200k - $275k

     ...(M&A) Practice is seeking a Director to join our growing Healthcare...  ...role, you will serve as a trusted advisor to private equity investors...  ...expertise in Revenue Cycle Management (RCM) and healthcare...  ...structure and benefits is here. Individual salaries are determined by... 
    Local area
    Immediate start
    Flexible hours

    West Monroe Partners

    Minneapolis, MN
    13 days ago
  • We are on the lookout for a Tax Manager - Public to join our team in Saint Paul, Minnesota...  ...family offices• Prepare and review Trust Tax Returns and Estate Tax Returns• Utilize strong trust...  ...with professional standards• Review individual returns that include multiple... 

    Robert Half

    Saint Paul, MN
    7 days ago
  •  ...employed business owners, and high-net-worth individuals, including retirees navigating sudden...  ...inheritance situations. The firm has built strong tax strategy and planning capabilities into...  ...experience across planning and tax Manage relationships with outside vendors for... 
    Self employment
    Remote work
    Flexible hours

    White Tiger Connections

    Minneapolis, MN
    27 days ago
  • $135k - $155k

     ...Job Description Job Description Tax Professional, Senior Manager | $135,000 to $155,000 Base Salary | Full Time | Direct...  ...tax planning, advanced technical review, and trusted advisory services for high net worth individuals and closely held businesses. This role... 
    Full time
    Local area
    Work from home
    Flexible hours
    2 days per week

    The Reserves Network Inc

    Hopkins, MN
    24 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager or Director Individuals, Trusts & Estates. Be the first to apply!