Senior - Owner Tax Team

CLA is currently seeking a Senior 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 tax professionals to serve our Owners. This role contributes at the high level, delivering impeccable client service, in a timely and proactive manner.

How you'll create opportunities in this Tax role:

• Prepare and review individual and trust tax returns for Private Client Services (PCS) needs of Owners.

• Research tax questions, offer suggestions for tax planning and studies law for potential tax savings

• 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.

• 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 degree in Accounting, Finance or related field

• Current CPA licensure or eligible to sit for CPA exam preferred (JD or EA may be accepted in lieu of CPA)

• 2+ 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. These same factors may cause starting pay to be below or above the posted range.

The range for Minnesota is: $71,800 - $124,000

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