Tax Principal

1 week ago


Chicago IL, United States CLA (CliftonLarsonAllen) Full time

Financial Services Tax Principal or Signing Director
CLA is currently seeking a Financial Services Tax Principal or Signing Director to join our Minneapolis or one of our other Midwest offices. The Principal/Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.
Become part of the leadership of 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 firms services to fully meet clients needs.
Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities.
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.
Keep current on tax law changes.
Actively develop new business and expand services to existing clients.
Bachelors or masters 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.

We pay competitive wages and view compensation as an investment in our people. Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
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.
Full-time
Finance and Sales
Accounting
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