Strategic Tax Planning Leader

1 week ago


Novato, California, United States CliftonLarsonAllen Full time
Join CLA as a Strategic Tax Planning Leader

At CLA, we're dedicated to building a culture that invites diverse perspectives and fosters growth. As a top 10 national professional services firm, we offer a range of wealth advisory, digital, audit, tax, consulting, and outsourcing services.

We prioritize our clients' success through industry-focused solutions and promise to know and help them every day. Our team is passionate about creating opportunities for our people, communities, and clients, driven by a purpose to make a difference.

Our Perks:
  • Flexible time off to support work-life balance
  • Up to 12 weeks paid parental leave for family growth
  • Paid volunteer time to give back to the community
  • Mental health coverage for well-being
  • Quarterly wellness stipend for self-care
  • Fertility benefits for growing families

We're looking for an experienced Tax Manager or Director to lead our Walnut Creek tax practice. In this role, you'll have the opportunity to consult with clients on business processes, develop and train team members, and foster growth opportunities for our clients, communities, and people.

Key Responsibilities:
  • Consult with clients on succession and tax planning strategies
  • Lead tax engagements, schedule, supervise, and review
  • Develop and train team members to build inspired careers
  • Foster growth opportunities for our clients, communities, and people
  • Become an industry expert through training and event attendance
  • Perform tax procedures in accordance with engagement complexity
  • Review complex individual and corporate tax returns
Requirements:
  • Minimum 6 years of experience in a tax role with a public accounting firm
  • Bachelor's Degree in Accounting, Finance, or a related field
  • CPA certification is required; JD or EA may be accepted in its place
  • A strong desire to advance your career goals
  • A passion for helping others and joining a high-performing team
  • An ability to solve issues and confidently present solutions
  • A knack for working with clients to drive strategic success
Compensation:

We emphasize collaboration and career growth in our compensation approach, offering competitive wages and viewing compensation as an investment in our people. The salary range for this role is $108,000 - $185,000 based on factors such as geography, experience, education, skills, and knowledge.

About Us:

We strive to create a comprehensive benefit package that supports the physical, financial, social, and emotional well-being of our employees. This includes health, dental, vision, 401(k), and other benefits.



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