Technical Director - Gift, Estate and Trust 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 8,500 people, 130 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 growing and seeking to hire a Technical Director to join our Gift, Estate and Trust (GET) tax team. The Technical Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. This role is highly specialized and focuses on technical quality, compliance, and methodology.

How you’ll create opportunities in this Tax Technical Director role:

• 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.

What you will need:

• Education: Bachelor’s degree in Accounting, Finance or related field required
• Experience: 10 years of experience serving in a tax role required
• Certification/ Licenses: 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.

Compensation Strategy

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in CA is $165,000 to $305,000.

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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.