Technical Director in Gift, Estate and Trust tax at CLA. Serving clients with deep technical skills and leading engagement teams in high-impact advisory.
Responsibilities
Serve clients in a high impact manner, demonstrating command of gift and estate matters
Demonstrate deep technical skills.
Excel at engagement management and operational excellence.
Support our national team with complex gift and estate reviews, consultation and planning
Lead engagement teams and provide technical instruction.
Manage client relationships and engagement metrics.
Experience mentoring and developing associates/seniors from a technical and career perspective preferred.
Requirements
Bachelor’s degree in Accounting, Finance or related field required
10 years of experience serving in a tax role required
CPA certification. JD or EA (Enrolled Agent) may be accepted in lieu of CPA certification required
Deep technical knowledge of gift and estate tax, including compliance and consulting.
Benefits
Flexible PTO (designed to offer flexible time away for you!)
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