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Leads tax advisory and consulting services for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities. Responsibilities include managing engagements, approving tax returns and deliverables, advising clients, developing business, overseeing a national financial services tax practice, mentoring professionals, and maintaining expertise in tax law, ASC 740, partnership taxation, REITs, and financial instruments.
CLA is currently seeking a Financial Services Tax Principal to join our Financial Services Group. The Principal contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.
How you'll create opportunities in this role:
- Become part of the leadership of a team of tax and industry professionals to deliver tax advisory 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 the role of industry tax leader for the financial services group with reporting responsibilities to the Managing Principal of Industry to grow the tax practice nationally.
- Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities.
- Assume full responsibility for all services for clients in a book of business.
- Actively develop new business and expand services to existing clients
- 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.
- Demonstrate commitment to the firm through a willingness to devote time to the practice.
What you will need:
- Bachelor’s or master’s in accounting, Taxation or related field
- Current CPA licensure required. (JD or EA may be accepted in lieu of CPA).
- 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm
- Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities.
- Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments.
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 Minnesota is: $130,000.00 - $400,000.00
The compensation range for this position in Illinois is: $140,000.00 - $300,000.00
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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.
CLA (CliftonLarsonAllen) Livingston, New Jersey, USA Office
Livingston, United States
CLA (CliftonLarsonAllen) New York, New York, USA Office
New York, United States
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