Tax Leader Individuals, Gifts & Trusts
Listed on 2026-03-04
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Finance & Banking
Accounting & Finance, Tax Manager, Financial Analyst, Financial Reporting
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. We promise to know you and help you.
CLA is committed to fostering a diverse culture that values different beliefs and perspectives, enabling us to better serve our clients, communities, and one another.
Our Perks:- 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
- Complete list of benefits available upon request
CLA is currently seeking a Tax Leader for Individuals, Gifts & Trusts to join our growing practice. This role may be based in Owatonna, Mankato, or Rochester, MN.
How you'll create opportunities in this role:- Review high net worth individual income tax returns and collaborate closely with CLA's Wealth Advisory practice.
- Flourish in an entrepreneurial environment that prioritizes flexibility, autonomy, and innovation.
- Oversee engagement progress by managing time, budgets, and deadlines effectively.
- Communicate key developments to the engagement principal, detailing facts, conclusions, and recommendations.
- A Bachelor's Degree in Accounting, Finance, or a related field.
- A minimum of 6 years of public accounting or professional services experience focusing on high net worth (HNW) clients, emphasizing trusts and individual tax planning and compliance.
- CPA license certification is required, with a JD degree or Enrolled Agent (EA) certification acceptable alternatives.
Our approach to compensation emphasizes teamwork and career development. We offer competitive compensation and view it as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may influence salary within the designated range.
The Minnesota Posting Range for this role is $105,600 - $181,000.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Wellness at CLATo support our CLA family members, we prioritize their physical, financial, social, and emotional well-being, offering comprehensive benefits including health, dental, vision, 401k, and more. A complete list of benefits is available upon request.
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