Signing Director - Gift, Estate and Trust Tax

CLA (CliftonLarsonAllen)•Irvine, CA

5d•$165,000 - $305,000

About The Position

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 9,000 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 growing and seeking to hire a Signing Director to join our Gift, Estate and Trust (GET) tax team. This role contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.

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 knowledge of gift and estate tax, including compliance and consulting.

Responsibilities

Lead a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm’s services to fully meet client’s needs.
Assume full responsibility for all services for clients in a book of business.
Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
Review and approve work papers and tax returns prepared by staff.
Review and sign client deliverables.
Keep current on tax law changes.
Actively develop new business and expand services to existing clients.
Demonstrate commitment to the firm through a willingness to devote time to the practice.