Tax Principal
1 week ago
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
#
-
Tax Principal
1 week ago
Chicago, IL, United States CLA (CliftonLarsonAllen) Full timeFinancial 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...
-
Tax Principal
3 weeks ago
Chicago, IL, United States CliftonLarsonAllen Full timeCLA 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...
-
Tax Principal
4 weeks ago
Chicago, United States GCM Grosvenor Full timeTax PrincipalThe Tax Principal role entails working closely with the Tax Executive and Managing Directors, other Tax team colleagues including other Tax Principals, and service providers to manage all tax aspects of the Fund tax business including private equity, co-investments, infrastructure, secondaries, private credit, hedge funds, and real estate. The...
-
Tax Principal
1 week ago
Chicago, IL, United States CliftonLarsonAllen Full timeCLA 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. How you'll create opportunities in this role...
-
Tax Principal
3 weeks ago
Chicago, United States GCM Grosvenor Full timeThe Tax Principal role entails working closely with the Tax Executive and Managing Directors, other Tax team colleagues including other Tax Principals, and service providers to manage all tax aspects of the Fund tax business including private equity, co-investments, infrastructure, secondaries, private credit, hedge funds, and real estate. The Tax Principal...
-
Principal CPA, Director of Tax
5 days ago
Chicago, IL, United States Revel CPA Full timeWe work to make the world of business and taxes come alive for creative individuals and organizations! If we’ve done our job, these owners can breathe easy and sleep well at night knowing they’re in good hands. As a team, we focus on staying ahead of technological changes and value professional development. We try to be responsible corporate citizens and...
-
Financial Services Tax Principal
1 week ago
Chicago, IL, United States CLA (CliftonLarsonAllen) Full timeA leading financial services firm is seeking a Financial Services Tax Principal or Signing Director. This role involves delivering tax compliance and consulting services, mentoring team members, and managing client engagements for financial institutions. The ideal candidate has over 10 years of experience, a CPA license, and a deep understanding of complex...
-
Tax Principal Chicago, Illinois, United States
3 weeks ago
Chicago, United States GCM Grosvenor Full timeThe Tax Principal role entails working closely with the Tax Executive and Managing Directors, other Tax team colleagues including other Tax Principals, and service providers to manage all tax aspects of the Fund tax business including private equity, co-investments, infrastructure, secondaries, private credit, hedge funds, and real estate. The Tax Principal...
-
Hybrid Global Tax Principal
2 weeks ago
Chicago, United States GCM Grosvenor Full timeA global alternative asset management firm is seeking a Tax Principal to manage tax compliance for investment partnerships. The role requires at least 8 years of tax experience and proficiency in Microsoft Excel. Candidates should have strong organizational skills, expertise in federal and international tax, and excellent communication abilities. The...
-
Principal CPA, Director of Tax
2 weeks ago
Chicago, United States Revel CPA Full timeWe work to make the world of business and taxes come alive for creative individuals and organizations! If we’ve done our job, these owners can breathe easy and sleep well at night knowing they’re in good hands. As a team, we focus on staying ahead of technological changes and value professional development. We try to be responsible corporate citizens and...