Banking & Specialty Finance Tax Leader

CLA (CliftonLarsonAllen); Milwaukee (WI); On-site; USD 95,000 - 170,000; Full time

Job summary

CLA is seeking a Banking and Specialty Finance Tax Manager/Director to join and help lead our Financial Services Tax practice. This role is designed for a strategic, growth-minded individual who will help guide the long‑term direction, talent development, and client strategy of the group.

The position requires a minimum of 6 years in a tax role within public accounting, a CPA, and deep knowledge of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities;

Qualifications

• Minimum 6 years of tax experience in a public accounting firm.
• Bachelor’s degree in accounting, finance, or related field.
• CPA is required; JD or EA may be accepted in place of CPA.

Responsibilities

• Consult with clients on business processes such as succession and tax planning.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members to help them build inspired careers.
• Foster and build opportunities for our clients, communities, and people.
• Become an industry professional and attend industry-leading events and trainings.
• Perform a range of tax procedures in accordance with engagement size and complexity.
• Review complex individual and corporate tax returns.

Skills

Tax knowledge

Engagement supervision

Client advisory

Education

Bachelor's degree in accounting, finance, or related field

CPA

JD or EA may be accepted

Job description

CLA is seeking a Banking and Specialty Finance Tax Manager/Director to join and help lead our Financial Services Tax practice. This role is designed for a strategic, growth-minded individual who will help guide the long‑term direction, talent development, and client strategy of the group.

The position requires a minimum of 6 years in a tax role within public accounting, a CPA, and deep knowledge of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities;