Director - Owner Tax Team (HNW, Trusts, Partnerships)

CLA is currently seeking a Director to join the CLA Owner Tax Team.  The CLA Owner Tax Team provides tax, Private Client Services (PCS) and consulting services to active and retired CLA Owners. The Owner Program has grown significantly allowing us to expand the number of dedicated Signers to serve our Owners.  The Signers contribute at the highest level, delivering impeccable client service, in a timely and proactive manner. 

How you'll create opportunities in this Tax Signer role: 

• Assume responsibility for tax and Private Client Services (PCS) needs of Owners.

• Review and sign individual and trust tax returns. 

• Keep current on federal and state tax law changes, identifying opportunities and risk areas. 

• Actively participate in PCS meetings, providing tax insights and collaborating with Wealth. 

What makes this role unique: 

• Manage a smaller number of client relationships, allowing for deep connections. 

• Opportunity to expand client service by assisting with non-Owner PCS review and consulting. 

• Engage in development of group learning for Owners, including Think Tank creative ideas. 

• This role will be in office to engage with the team

What you will need: 

• Bachelor’s or Master’s in Accounting, Taxation or related field 

• Current CPA licensure required (JD or EA may be accepted in lieu of CPA) 

• 6+ years of accounting experience in a tax role with a public accounting and/or professional services firm 

Our 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 compensation range for this position in Minnesota is: $92,000 - $165,000

#LI-CD1