Banking & Specialty Finance Tax Leader

CliftonLarsonAllen; Peoria (IL); Vor Ort; USD 95.000 - 171.000; Vollzeit

Zusammenfassung

CliftonLarsonAllen (CLA) seeks a Banking and Specialty Finance Tax Manager/Director in Illinois. This strategic role guides long-term direction, talent development, and client strategy within our Financial Services Tax practice.

The incumbent will lead tax engagements, mentor staff, and engage with clients across banks, insurers, funds, and specialty finance entities. With 6+ years in tax at a public accounting firm and a CPA, JD, or EA, you will navigate ASC 740, partnership taxation, REITs,

Qualifikationen

• 6+ years of tax experience in a public accounting firm.
• Bachelor's degree in accounting, finance, or related field.
• CPA required (JD or EA may be accepted in place).
• Deep understanding of tax issues affecting banks, insurance, investment funds, and specialty finance entities.

Aufgaben

• 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.

Kenntnisse

Public accounting experience

Tax planning

ASC 740 knowledge

Financial instruments knowledge

Ausbildung

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

CPA required

Jobbeschreibung

CliftonLarsonAllen (CLA) seeks a Banking and Specialty Finance Tax Manager/Director in Illinois. This strategic role guides long-term direction, talent development, and client strategy within our Financial Services Tax practice.

The incumbent will lead tax engagements, mentor staff, and engage with clients across banks, insurers, funds, and specialty finance entities. With 6+ years in tax at a public accounting firm and a CPA, JD, or EA, you will navigate ASC 740, partnership taxation, REITs,