Tax Senior, Private Client Tax

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 9,500 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.

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 here

CLA is looking to hire a Tax Senior to join our fast-growing Private Client Services team at CLA Florida. This position will be based out of our Orlando, FL office.

How you'll create opportunities in this Tax Senior role:

• Prepare and review tax returns ranging from 1040s, 1041s, 706s & 709s and some related entity returns.
• Consult with High-Net-Worth clients on their estate planning and structuring
• Become a Private Client & High Net Worth industry professional and attend industry leading events and trainings.
• Foster and build opportunities for our clients, communities, and people through paid volunteer hours.
• Develop and train team members to help them build inspired careers.
• Be given opportunities to lead client engagements.
• Get the opportunity to work with many great clients.
• Perform analytical reviews on financial accounts and identify trends.

What you will need:

• You are looking for a firm that will support and foster your aspiring career goals.
• You jump at the chance to help others and you're ready to join a team of high-performing people.
• You have a knack for solving issues and confidently bring solutions to the table.
• CPA, EA, or JD license preferred.
• Experience: Two years of experience as an Associate.
• Education: Bachelor's degree in Accounting, Finance, or related field.
• Experience with High-Net-Worth clients desirable

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.