WI3643793

1

Bachelor's Degree

Bachelors Degree

Unspecified

40

JOB REQUIREMENTS: 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 8,500 people, 130 U.S. locations, and a global
reach, we promise to know you and help you. CLA is dedicated to building
a that invites different beliefs and perspectives to the table, so we
can truly know and help our clients, communities, and each other. 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 CLA is currently seeking a Manager/Director- Gift, Estate &
Trusts to join our in our Milwaukee, WI office. How you\'ll create
opportunities in this Manager/Directorrole: Make a HUGE impact locally
and nationally, serving as a Gift, Estate and Trust tax expert on our
National Private Client Tax team. Advance your career on a clear path to
a tax leadership position with a national Top 10 firm. Thrive in an
entrepreneurial environment that offers a ton of flexibility, autonomy,
and the encouragement to make things happen. Be part of a firm that is
leading by tax, investing significant focus and resources to nation-wide
tax initiatives, and is committed to knowing you and helping you create
opportunities for your career and your clients. Develop phenomenal
client relationships by delivering a full range of gift, estate & trust
tax planning and consulting services including planning strategies in
minimizing estate taxes, business succession, and asset protection,
reviewing trust, estate, gift and high net worth individual income tax
returns and collaborating with CLA\'s wealth advisory practice and other
client professionals. Enjoy work that is meaningful and creates the
opportunity to continually increase your marketplace value by providing
consultation services and technical expertise to clients and CLA
professionals. What you will need: Bachelor\'s degree in accounting,
Finance or related field 6+ years\' experience in gift, estate and trust
and individual tax planning and compliance including working with HNW
clients. Active CPA license. A JD degree or EA (Enrolled Agent)
certification may be accepted in lieu of CPA license. #LI- TB1 Equal
Opportunity Employer /AA Employer/Minorities/Women/Protected
Veterans/Individuals with Disabilities. Click to learn about your hiring
rights. Wellness\... For full info follow application link. CLA is an
equal opportunity employer and all qualified applicants will receive
consideration for employment without regard to race, color, religion,
sex, sexual orientation, gender identity, disability status, protected
veteran status, national origin, or any other characteristic protected
by law. EOE/AA Employer/Vets/Disability \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/9A2CCAACC3284864