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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 Strategy
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 Minnesota Posting Range for this role is $105,600. - $181,000.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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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.
Skills Required
- Bachelor's degree in Accounting, Finance, or a related field
- Minimum of 6 years of public accounting or professional services experience
- Experience working with high-net-worth clients, emphasizing trusts and individual tax planning and compliance
- CPA license certification, or JD degree or Enrolled Agent certification in lieu of CPA
CLA (CliftonLarsonAllen) Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLA (CliftonLarsonAllen) and has not been reviewed or approved by CLA (CliftonLarsonAllen).
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Wellbeing & Lifestyle Benefits — Wellness resources are positioned as a differentiator, including a recurring wellness stipend and expanded mental-health support options. Flexible work arrangements such as work-from-home and flex time are also framed as meaningful non-cash rewards.
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Parental & Family Support — Family-building support is broad, including paid parental leave, adoption assistance, and fertility benefits. Additional programs like support for nursing parents who travel further strengthen the family benefits set.
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Retirement Support — Retirement benefits include a 401(k) match and profit sharing, with vesting time reportedly reduced in recent updates. This provides a clearer long-term value component beyond base pay.
CLA (CliftonLarsonAllen) Insights
What We Do
CLA is a professional services firm delivering integrated wealth advisory, outsourcing, audit, tax, and consulting services. Learn more about CLA.
