Banking & Specialty Finance Tax Leader (Manager/Director)

CLA (CliftonLarsonAllen); Oak Brook (IL); On-site; USD 95,000 - 171,000; Full time

Job summary

CLA (CliftonLarsonAllen) seeks a Banking and Specialty Finance Tax Manager/Director in Illinois to guide tax engagements for financial services clients. You will lead teams, review returns, and contribute to strategy and growth for the Tax practice.

The role requires 6+ years in public accounting tax, CPA, and deep knowledge of banks, REITs, and financial instruments. Compensation ranges are provided, reflecting regional market and seniority in Illinois.

Qualifications

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

Education

CPA certification

Bachelor's degree in accounting or finance

Job description

CLA (CliftonLarsonAllen) seeks a Banking and Specialty Finance Tax Manager/Director in Illinois to guide tax engagements for financial services clients. You will lead teams, review returns, and contribute to strategy and growth for the Tax practice.

The role requires 6+ years in public accounting tax, CPA, and deep knowledge of banks, REITs, and financial instruments. Compensation ranges are provided, reflecting regional market and seniority in Illinois.