Onsite Technical Director – Gift, Estate and Trust Tax

Posted 2 hours ago

Apply now

About the role

  • 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!)
  • Up to 12 weeks paid parental leave
  • Paid Volunteer Time Off
  • Mental health coverage
  • Quarterly Wellness stipend
  • Fertility benefits

Job title

Technical Director – Gift, Estate and Trust Tax

Job type

Experience level

Lead

Salary

$200,000 - $400,000 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job