Banking & Specialty Finance Tax Leader

CliftonLarsonAllen; Minneapolis (MN); On-site; USD 92,000 - 165,000; Full time

Job summary

CLA, a top national professional services firm, seeks a Banking and Specialty Finance Tax Manager/Director to join and lead our Financial Services Tax practice in Minnesota. This role targets a strategic, growth-minded leader who will guide long-term direction, talent development, and client strategy of the group.

You will consult with clients on tax planning, supervise engagements, and develop the team, while driving opportunities for clients and communities.

Qualifications

• 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.
• Strong understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities.
• Strong knowledge of ASC 740, partnership taxation, REITs, and financial instruments.

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 the size and complexity of the engagement.
• Review complex individual and corporate tax returns.

Skills

Tax expertise

Public accounting experience

Banking/finance tax knowledge

ASC 740 knowledge

Education

CPA certification

JD or EA accepted in place of CPA

Bachelor's in accounting/finance

Job description

CLA, a top national professional services firm, seeks a Banking and Specialty Finance Tax Manager/Director to join and lead our Financial Services Tax practice in Minnesota. This role targets a strategic, growth-minded leader who will guide long-term direction, talent development, and client strategy of the group.

You will consult with clients on tax planning, supervise engagements, and develop the team, while driving opportunities for clients and communities.